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Results for "Brad Gerstner"

Episodes where Brad Gerstner is tagged as the guest — not episodes that only mention them in titles or summaries. Search mentions

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Episodes

  • All-In with Chamath, Jason, Sacks & Friedberg
    Intelligent Report

    Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

    All-In with Chamath, Jason, Sacks & Friedberg· Brad Gerstner· Sep 17, 2026

    Brad Gerstner breaks down the AI revenue race, why $180B in lab revenue is the market's make-or-break number, and why 2026 demands facts over conviction trades.

    Brad GerstnerAltimeter CapitalAnthropicOpenAISpaceX
    ai-regulationinference