Brad Gerstner, every mention
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every year anyone Jason Calacanis 52David Sacks 28David Friedberg 14Chamath Palihapitiya 10Gavin Baker 3Thomas Laffont 1Dan Loeb 1
Verbatim, from the transcripts: the passages where Brad Gerstner comes up
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 3:15 Jason Calacanis And Brad Gerstner, our fifth bestie, uh, he, um, he also was signaling that this would happen sooner rather than later.
- ▶ 1:37:57 Jason Calacanis With Brad Gerstner in terms of ratings, you and Brad Gerstner are neck and neck and tied for fifth bestie, which means one of you will drop to sixth bestie. 3 times in the scene
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 25:23 Jason Calacanis I think it was, um, Brad Gerstner, uh, from Altimeter was talking about, hey, tokens are still growing.
- ▶ 46:06 Jason Calacanis Yeah, Brad was on the show two weeks ago when you were on the episode. 4 times in the scene
- ▶ 1:06:59 Jason Calacanis We'll also have the Brad Gerstner, Bill Gurley, Elon Musk, and other titles coming, so we'll have those on future episodes, more, more titles coming.
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
- ▶ 24:35 Jason Calacanis Uh, Invest America, our friend Brad Gerstner and our friend Michael Dell, another great Texan, and uh, thanks for welcoming me.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
- ▶ 1:12 David Friedberg How was Brad? 2 times in the scene
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- ▶ 1:06:40 Gavin Baker And this may give us as a society time to adapt, to adapt, you know, what our friend Brad Gershner calls the social contract.
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 13:39 Thomas Laffont I was just talking about this with my friend Brad Gerstner earlier.
- ▶ 19:05 Jason Calacanis You have, uh, yourselves dipping down into private, but I was talking to Brad Gerstner, who you, um, discussed earlier. 2 times in the scene
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 47:03 David Sacks There's no dark GPUs today, as you know, Brad Gerstner likes to say.
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 1:39 Jason Calacanis This is like, they, they took the mantle from Brad Gerstner, uh, tanking the market.
- ▶ 54:00 Chamath Palihapitiya And then the fourth thing is just a shout out to our friend, Brad Gerstner, who got a big shout out from the president. 2 times in the scene
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 51:43 Jason Calacanis And if you look at the Trump accounts, which Invest America, Michael Dell did, and Brad Gerstner, and a number of our friends, um, if the 40 two percent of Americans who don't own an equity
- ▶ 1:58:51 Jason Calacanis There's been a lot of talk of, and I, I think Brad Gerstner kind of started this discussion on his BG two podcast when he had Sam Altman on how does a company with 20 or at the time, twelve billion.
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- ▶ 21:43 David Sacks I think Brad Gurley and, ah, sorry, Brad Gerstner and Bill Gurley were- 4 times in the scene
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
- ▶ 23:25 Jason Calacanis Um, we've been talking a bit about the, uh, about Brad Gerstner personally deciding to blow up the, uh, AI bubble and then destroying the stock market. 2 times in the scene
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
- ▶ 2:28 Jason Calacanis It created a headwind against the already AI bubble, which was deflating after Brad Gerstner popped it.
Every Investor Needs To Understand This Concept - David Friedberg
- ▶ 8:03 Jason Calacanis Understanding of the market and the same thing I did with Facebook, having listened to Chamath talk about it all these years and Brad Gerstner talk about all these years. 2 times in the scene
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
- ▶ 7:35 David Sacks So we get Andrew Ross Sorkin and then Gurser and Gurley get Calcanis.
- ▶ 1:19:15 Jason Calacanis Understanding of the market and the same thing I did with Facebook, having listened to Chamath talk about it all these years and Brad Gerstner talk about all these years. 2 times in the scene
Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
- ▶ 56:53 Jason Calacanis That happens when LaFont was on, right?
Fixing the American Dream with Andrew Schulz
- ▶ 40:43 Jason Calacanis Yeah, it's a friend of ours, uh, Brad Gersten, with this, Invest America is the concept.
AI Czar David Sacks Explains the DeepSeek Freak Out
- ▶ 4:48 David Sacks Palmer Luckey and Brad Gerstner and others, and I think this has been pretty much corroborated by everyone I've talked to, that that, that number should be debunked. 2 times in the scene
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
- ▶ 22:09 David Sacks Palmer Luckey and Brad Gerstner and others, and I think this has been pretty much corroborated by everyone I've talked to, that that, that number should be debunked. 2 times in the scene
All-In Inauguration Day Livestream with the Besties from Washington, DC!
- ▶ 36:44 Jason Calacanis Brad Kersner, what is the debt load for Japan?
2025 Predictions: Tech, Business, Media, Politics!
- ▶ 48:34 Chamath Palihapitiya And so, you know, typically melting iceberg businesses, when they get put under pressure from smart investors like Gavin and, and, and Zilk, they're forced to merge.
New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
- ▶ 53:33 Gavin Baker He did it, and I think the world really only believed it when, you know, Jensen did that podcast, I think with, uh, wasn't it with Gerstner? 2 times in the scene
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
- ▶ 39:22 Jason Calacanis Brad Gersner's bought seven percent so far. 4 times in the scene
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 39:08 Chamath Palihapitiya And I, so I don't think you need to run a second study, a different version of an idea that friend of the pod, Brad Gerstner is working on, which I think deserves a shout out is this idea of giving every kid when they're born a retirement…
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 1:06:05 David Sacks And I think one of the points that our friend Brad Gerstner makes that's well taken
E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
- ▶ 3:33 David Friedberg We talked last week with Brad, obviously, about what the market is showing rates to be, and he's assuming some rate cuts will start to happen in December, and that's really what the market is saying is going to happen. 2 times in the scene
- ▶ 12:18 David Sacks I think you need lower rates to get higher stock prices, and one of Brad's
- ▶ 1:03:40 David Friedberg We have the fifth bestie, Brad Gerstner, Larry Summers, and a few others that we can't announce just yet.
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
- ▶ 2:20 David Friedberg I enjoyed listening to you guys with BG.
- ▶ 1:23:05 David Sacks I asked Brad last week, like, how many of these Zombicorns do you think there are out of the 1400?
E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
- ▶ 1:10:28 Jason Calacanis So our bestie, Brad Gerstner was coming here and we were at the poker game a couple of weeks ago, maybe a month ago.
E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
- ▶ 42:56 David Friedberg To my own point, like, look at how Gerstner came after Zuck. 3 times in the scene
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
- ▶ 15:41 Jason Calacanis Freberg, when you look at this, it kind of dovetails with the get fit, Brad Gerstner.
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
- ▶ 26:35 David Sacks And then Brad Gerstner, our friend wrote that letter, encouraging them to get much more efficient.
- ▶ 59:01 David Sacks Can we just go to that chart that Brad put out?
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 1:52:35 Jason Calacanis And then finally, bestie Brad Gerstner said, let's get fit.
E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
- ▶ 1:08:50 Chamath Palihapitiya This is using Cambridge and our friend Brad Gerstner helped put this together.
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- ▶ 1:26:37 David Sacks There was a good update by, uh, Jammin Ball who works for Altimeter, our friend Brad Gerstner.
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
- ▶ 1:08:12 Jason Calacanis They refuse Brad Gerson's letter.
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 31:21 Jason Calacanis Brad Gerson was on last week, we've had an ongoing discussion about big tech entitlement spending, the number of employees at these companies. 3 times in the scene
- ▶ 45:46 Chamath Palihapitiya You know, if you compare what Brad asked Facebook to do on Monday versus what Icon asked Apple to do in 2016. 3 times in the scene
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
- ▶ 30:13 Jason Calacanis Right now Brad Gerstner is like doing jumping jacks in his backyards and put me in the game.
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 13:52 David Friedberg I'm just looking forward to us all playing live at HCL Poker Live, October 21st, minus David Sachs, unfortunately, Chamath, Jcal, Gerstner,
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 42:44 David Sacks I think, you know, our friend Brad Gersner made this point, which was that, look, in this last FOMC meeting, the Fed raised their forecast for what the neutral interest rate would be from three and a half to 4.6%.
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- ▶ 32:23 David Sacks And so like Brad Gerstner has these great charts where you saw that
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:34:23 David Sacks There was a good, uh, tweet by one of, uh, Brett Gerstner's colleagues at Altimeter,
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- ▶ 1:20 Jason Calacanis But then again, did you see those ratings with Brad? 2 times in the scene
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 1:23 David Friedberg Brad Gerstner, Bill Gurley would have higher range. 3 times in the scene
- ▶ 53:43 David Sacks Cal tried to replace you with Brad Gerstner.
- ▶ 1:08:30 Jason Calacanis You want me to make a joke about Brad Gerstner?
#AIS: Palmer Luckey on Anduril
- ▶ 0:48 Jason Calacanis So candid, so insightful, my pal, Bill Gurley, Brett Gerstner, Adina, Mar, Tandis, Tim, Elon,
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 38:11 David Sacks If Brad Gerstner had, sorry to interrupt your applause, J. 2 times in the scene
#AIS: Opening chat with Miami Mayor Francis Suarez
- ▶ 2:55 Jason Calacanis Brad Garstner, welcome back to the program.
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
- ▶ 23:25 Jason Calacanis Yesterday we had, ah, Bill Gurley and Brad Gershner on, I don't know if you saw that panel.
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
- ▶ 1:03:04 Jason Calacanis Um, we've got some pretty great speakers, Ryan Peterson, Nate Silver, uh, Claire Vickle, uh, Brad Gerstner, uh, Palmer Luckey's coming, Elon's coming, Keith Roboy's coming, Joe Lonsdale, Tim Urban.
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
- ▶ 27:15 Jason Calacanis So we have, uh, Ryan Peterson, uh, Nate Silver, Brad Gerstner, uh, Claire, uh, Vickle, who is amazing.
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 10:00 Chamath Palihapitiya Well, Brad said this last week, what has actually happened under the hood is a dispersion, which means the crappy companies have gotten crushed, and the good companies have gotten whacked, but not crushed.
E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
- ▶ 1:13:07 Jason Calacanis Brad Gerstner, friend of the pod, is going to come talking about markets, education,
E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
- ▶ 54:55 David Sacks So I think, uh, Brad Gerstner has a really interesting take on this, which is that. 4 times in the scene
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- ▶ 27:25 Jason Calacanis Charts from Altimeter, our friend Brad Gershnen, I assume, show a major regression to the mean for tech stocks, SAS index, median enterprise value, next 12 months, expected revenue, yada yada. 2 times in the scene
E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
- ▶ 54:32 Jason Calacanis And I gave a runner up to Brad Gerstner, friend of the pod, who obviously did snowflake last year, but had the grab IPO this year, which I think was the largest back in history. 2 times in the scene
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
- ▶ 47:56 David Friedberg The sun came out, and new stuff is emerging, and new life forms are emerging, new jobs are emerging, and I think we're just, we're going through a really ugly transitory period, but I think, like, like Zach said, it could be really great…
E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more
- ▶ 1:17:57 Chamath Palihapitiya This is something I said to Brad Gerstner in 2019 when we were
E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
- ▶ 12:52 David Sacks And, you know, I think we've talked in previous podcasts, the last part that we have with Brad Gerstner, it feels like everything in the American system is kind of broken, except for one thing, which is this sort of opportunity economy… 2 times in the scene
E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
- ▶ 56:33 Jason Calacanis I do think Brad did a great job.