“We see about a hundred billion dollars already in incremental generative AI revenue in twenty-twenty-six. That has to grow to well over a trillion by twenty-thirty.”
quote is from the automated transcript, cleaned for reading:
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More from Brad Gerstner
PredictionDidn’t hold up
Gerstner: 100% of 2021's thousand unicorns will face down rounds
“Remember we had a thousand unicorns at the end of 2021. And I've said a hundred percent of those are going to do a down round. And we're still in the early stages of that reset to occur.”
Brad GerstnerAug 11, 2023▶ 33:07E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
PredictionOpen · timeframe Dec 2026
Gerstner: Anthropic could hit $80B-$100B revenue run rate by year-end
“I would not be shocked if you see Anthropic exiting this year at 80 to a hundred billion dollars in revenue.”
Gerstner: 99% of recently funded venture capital startups are garbage
“Certainly if you look at the hundreds of startups in VC land over the course of the last several years 99% of them are probably garbage and will fail and won't work.”
Brad GerstnerOct 22, 2022▶ 1:01:00E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
PredictionNot checkable as stated
Gerstner: No U.S. president will go to war over Taiwan
“I don't see an American president, frankly, going to war, nor would I want them to go to war over Taiwan, but I think it's in all of our interests to maintain that status quo”
Brad GerstnerJun 24, 2023▶ 50:54E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
PredictionDidn’t hold up
Gerstner predicts up to 40 percent of 2022 unicorns will disappear
“Yeah, I'd say 30 to 40% are these companies that were valued over a billion dollars that don't have product market fit. They'll disappear.”
Brad GerstnerJun 24, 2023▶ 1:14:36E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
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