Prediction Held up AI assessment confidence: 99% certainty 4/5 debate potential 3/5

Gerstner: 10-year yields are peaking and rate cuts are coming in 2024

Brad Gerstner · Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale · Oct 25, 2023 · at 34:26

Altimeter Capital founder Brad Gerstner shares his economic outlook with Joe Lonsdale in October 2023.

0:00 / 0:13exact quote · 13.1s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“We're nearing the top of tenure, if not at the top. We're gonna see rate cuts next year, and importantly, we're at the beginning of what may be the most important super cycle, accelerant, to our economy in a long time.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Brad Gerstner

Assertion Not checkable as stated
Gerstner: ByteDance expects 90% content moderator reduction via AI in next year
“They suspect that they'll see a 90% reduction in content moderators over the course of the next year because that work can be more efficiently and better done by AI.”
Brad Gerstner Oct 25, 2023 ▶ 17:59 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Prediction Not checkable as stated
Gerstner: Next five years will be the most disruptive labor moment in modern capitalism
“I think this is gonna be the most, ah, disruptive moment in labor markets in the history of modern capitalism. Over the course of the next five years.”
Brad Gerstner Oct 25, 2023 ▶ 18:15 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Assertion Not checkable as stated
Gerstner: Twitter cut headcount 80% while boosting product releases 70%
“Elon, with the work that he's done at Twitter, right, they reduced headcount by 70, 80%. And the product release cycle is probably gone up by at least 70%, right? It's incredible what they have in the pipeline there, and the fact that they're doing this with, …”
Brad Gerstner Oct 25, 2023 ▶ 37:49 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Prediction Not checkable as stated
Gerstner: AI will be bigger and more important than internet, mobile, and cloud
“I think AI, or I like to talk about augmented intelligence, will be more important to humanity. Then the first three super cycles I've lived through, which are internet, mobile, and cloud. I think it'll be bigger, and so I don't buy that thesis.”
Brad Gerstner Oct 25, 2023 ▶ 11:03 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Prediction Held up
Gerstner: More compute will be deployed in 2024 than all previous history
“We're gonna deploy more compute in twenty-twenty-four than in all previous years combined.”
Brad Gerstner Oct 25, 2023 ▶ 13:45 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Opinion
Gerstner: Microsoft Copilot is the fastest-growing product in company history
“Co-pilot, which has 30,000 beta customers at Microsoft, I think is the fastest growing product in the history of Microsoft.”
Brad Gerstner Oct 25, 2023 ▶ 16:20 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.