Cover art for TBPN

Where Brad Gerstner Is Investing Billions

TBPN

Published
May 29, 2026
Duration
44:49
Summary source
description
Last updated
Jun 24, 2026

Discusses anthropic.

Summary

This is our full conversation with Brad Gerstner, recorded live on TBPN.We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI infrastructure buildout, why America must continue investing in data centers and compute capacity to stay ahead of China, and his vision…

Intelligent Report

Sign in to read teasers, or upgrade to Research Pro to commission intelligent report for this episode. Learn more →

Show notes

This is our full conversation with Brad Gerstner, recorded live on TBPN.We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI infrastructure buildout, why America must continue investing in data centers and compute capacity to stay ahead of China, and his vision for Trump Accounts, a new initiative designed to give every child a stake in the American economy through long-term stock ownership.Sign up fo

Themes

  • anthropic