Results for "Brad Gerstner"
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8 results
Episodes
StandardSummaries onlyWhere Brad Gerstner Is Investing Billions
TBPN· May 29, 2026
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…
anthropic
StandardSummaries onlyEpstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
All-In with Chamath, Jason, Sacks & Friedberg· Feb 7, 2026
(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX a…
Intelligent ReportInside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
All-In with Chamath, Jason, Sacks & Friedberg· Jun 7, 2026
Forge CEO, Atreides CIO Gavin Baker, and Brad Gerstner debate the secondary market boom, why great companies stay private too long, retail investor risks, and share their top private market picks.
openaianthropicagentsai-regulation
StandardSummaries onlyIran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
All-In with Chamath, Jason, Sacks & Friedberg· Mar 13, 2026
(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenA…
openaianthropic
Intelligent ReportAnthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
All-In with Chamath, Jason, Sacks & Friedberg· Apr 10, 2026
Anthropic's Mythos model finds thousands of vulnerabilities but won't be released—the besties debate whether it's genuine safety or clever fear marketing, while dissecting Anthropic's jaw-dropping revenue explosion to $3…
openaianthropic
StandardSummaries only20VC: Navan IPO: Winners, Losers and is a $4.5BN Exit Enough in VC Today | Harvey Raises $150M at $8BN Price | Why Google is a Buy and Amazon is a Sell | Meta Down 10%, Is Zuck Struggling?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Nov 6, 2025
AGENDA: 04:27 Navan's IPO: Winners, Losers and 20% Crater 12:55 Harvey Raises $150M at an $8BN Valuation 35:36 Was Sam Altman Wrong to Snap at Brad Gerstner 41:25 Why GOOG is a Buy and Amazon is a Short 47:43 Meta Down 1…
aiinvesting
StandardSummaries onlyBlue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner
TBPN· May 29, 2026
(00:43) - Blue Origin Explosion (07:38) - Enterprise AI Hits Spending Limits (21:48) - Dinosaur Market Booms (29:13) - John Gruber, a prominent technology writer and podcaster, discusses the Ferrari Luce's design, expres…
ai
StandardSummaries onlyAltimeter (with Brad Gerstner)
Acquired· Ben Gilbert· Mar 15, 2022
We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston named Altimeter Capit…
investing