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Brad Gerstner

12 statements across 2 episodes · 4 bullish · 4 bearish · 1 people on the record · first statement Oct 10, 2022 by Brad Gerstner · said 27 times in 19 episodes since 2022 · across every show →

On the record as a speaker too: Brad Gerstner's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (16), Jeff Wang (4), Chad Peets (4), Vlad Tenev (1), Everett Randle (1)

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001521020222023202420252026episodesmentions per episode
2026 6 mentions in 3 episodes 2 per episode
2025 3 mentions in 2 episodes 2 per episode
2024 13 mentions in 9 episodes 1 per episode
2022 5 mentions in 5 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Brad Gerstner, oldest first

Oct 10, 2022
Insight
Gerstner: Altimeter analysts will be fired for unvetted FOMO pitches
“If you are an analyst who walks into my office with an idea a day because, you know, Johnny Mac down the street did the deal, like, you will be fired. Right? You better come in prepared, not with Dribbble, but you better have done your work because we're going…”
Brad Gerstner Oct 10, 2022 ▶ 1:05:35 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 neutral
Disclosure
Gerstner personally provides 20% of the capital in Altimeter's funds
“I'm 20% of the capital in altimeter.”
Brad Gerstner Oct 10, 2022 ▶ 41:24 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 neutral
Assertion Contradicted
Gerstner: The 2022 growth stock crash merely returned valuations to 2020 baselines
“This is not a blood in the streets moment. It feels catastrophic because we have growth names that are down 40, 50, 60, 70% in the public markets. But look at where they are compared to where we were in January of 2020. For most of these companies, it's just g…”
Brad Gerstner Oct 10, 2022 ▶ 34:28 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 positive
Insight
Gerstner: Public market investing experience benefits venture capital investors
“I think being a public market investor is really a value add in terms of that type of culture when you're investing in a venture.”
Brad Gerstner Oct 10, 2022 ▶ 20:56 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 negative
Insight
Gerstner: Spray-and-pray venture strategies produce uninspiring index-like returns
“If you have a diversified portfolio across hundreds of hundreds of investments, you will have an index like return, which as we started off by saying, it's not very compelling in this category.”
Brad Gerstner Oct 10, 2022 ▶ 16:22 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 positive
Insight
Gerstner: Proactive first-principles investors outperform passive trend-followers in venture
“The history in venture has really inured to the benefit of first principle thinkers, who frankly, rather than waiting for the founder to show up in their office, they identify what they want to invest in, and they go find them.”
Brad Gerstner Oct 10, 2022 ▶ 18:00 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 bearish
Opinion
Gerstner: Series C, D, and E Venture Valuations Remain Overvalued
“I still think that valuations are full. I think valuations in venture and CD&E are still overvalued.”
Brad Gerstner Oct 10, 2022 ▶ 35:12 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 negative
Insight
Gerstner: The bottom 20-40% of tech and VC workforces dilute results
“I would say the vast majority of organizations, ok, and I'm talking from Facebook and Twitter, all the way down to, ah, GPs. They would be well served, right, to be much smaller, to be essentialists in the people that they have. Because it's very likely that y…”
Brad Gerstner Oct 10, 2022 ▶ 1:02:23 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 negative
Disclosure
Gerstner: Not writing a bigger check into ByteDance was his biggest mistake
“Not writing a bigger check into ByteDance.”
Brad Gerstner Oct 10, 2022 ▶ 1:21:04 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 bullish
Prediction Not checkable as stated
Gerstner: More Tech Value Created Over Next Decade Than Prior 10 Years
“The secular curve around value creation and disruption, all data moving to the cloud, ML and AI applications like that, there will be more value created over the next 10 years than over the last 10 years.”
Brad Gerstner Oct 10, 2022 ▶ 35:18 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 10, 2022 positive
Assertion Not checkable as stated
Gerstner: Altimeter could double AUM with same team size
“We could manage twice as much money as we're managing today with the exact same team, because this game is about picking the right ideas, making good decisions, thinking clearly, having conviction.”
Brad Gerstner Oct 10, 2022 ▶ 1:03:58 Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
Oct 28, 2022
Insight
Gerstner: Kids learn values from parent behavior rather than verbal advice
“It's not what you say to your kids. Like you can say, Oh, be humble. And then you go into your 18,000 square foot home. It's not what you say. It's what you do. It's the life you live. It's how they see you treating others. It's the choices that they see you m…”
Brad Gerstner Oct 28, 2022 ▶ 10:01 20VC: Chris Sacca, Chamath Palihapitiya, Gary Vee, Brad Gerstner and more on Their Relationship To Money, How It Has Changed with Time and Wealth, How They Bring Up Their Children To Engender the Same Values of Ambition and Hard Work?
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