Brad Gerstner
54 statements across 28 episodes · 24 bullish · 19 bearish · 2 people on the record · first statement Feb 8, 2024 by Brad Gerstner · said 1 times in 1 episodes since 2026 · 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 Apoorv Mehta (1)
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2026 1 mention in 1 episode
Everything said about Brad Gerstner, oldest first
Feb 8, 2024 bearish
Feb 8, 2024 bullish
Feb 8, 2024 bearish
Mar 21, 2024 negative
Apr 4, 2024 bullish
Apr 4, 2024 bullish
Gerstner: Falling Compute Prices Will Massively Surge Aggregate Consumption
“If you drive down the price of the cost of compute, then the reflexivity is people will consume a lot more of it. Now, this is also known as the Jevons paradox, right? As price goes, goes down, we demand more of it. The aggregate amount of Consumed, of the com…”
Apr 18, 2024 bullish
Apr 18, 2024 neutral
Apr 18, 2024 negative
Gerstner: Decline in Public Companies Is Permanent and Structural
“I'm evolving my own thinking to say this is permanent and this is structural, right? Because the government regulatory burdens are at least semi-permanent and the markets have responded by the private capital markets stepping in and providing the liquidity whe…”
Apr 18, 2024 bearish
Gerstner: Institutional LPs Cannot Easily Sell Multi-Billion ByteDance Stakes
“You can't sell easily a billion or a two billion dollar position in ByteDance or sell a multi-billion dollar position. So all of the endowments, foundations, you know, pension funds, they're in a different position than they've been in the past.”
Apr 18, 2024 bullish
May 16, 2024 bearish
Jun 22, 2024 bullish
Jun 22, 2024 bearish
Gerstner: Investors and founders must assume an AI winter will happen
“I think from an investment perspective, whether you're a venture capitalist, or whether you're a public market investor, or whether you're a founder, one of the founders in the audience, you have to assume that there is going to be an AI winter at some point i…”
Jun 22, 2024 positive
Gerstner: Public market pressure forces companies to cut costs faster than staying private
“When the public markets gives you a sign, right, like it did Meta or Facebook in the fall of twenty-twenty-two when the stock goes to 90 dollars a share, right, there's nowhere to hide. You confront the brutal truth. You confront the reality. Public market inv…”
Jul 11, 2024 neutral
Aug 9, 2024 bearish
Gerstner: Altimeter cut directional market exposure from 9 to 3 units of risk
“So we had much lower units of risk. What's that mean? It means we sell some of our longs, or we put edges on, or we add to our short positions so that our net exposure directionally to the market, right, is three units of risk, not the nine units of risk that …”
Aug 9, 2024 positive
Sep 9, 2024 bullish
Gerstner: California Should Build AI Data Centers at Diablo Canyon
“If we're going to build data centers in the state of California, as I was walking around here today, I was thinking to myself, they ought to be building data centers right here.
You have plenty of excess land.
And plugging them into these incredible, you know,…”
Sep 25, 2024 bullish
Sep 25, 2024 neutral
Sep 25, 2024 bearish
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Oct 13, 2024 bullish
Gerstner: xAI will be one of the top three or four frontier AI players
“If scaling these data centers is a key competitive advantage to winning an AI, right? You, like you absolutely cannot count out X.AI in this battle. They're certainly gonna have to figure out, you know, something with the consumer that's gonna have a flywheel …”
Oct 13, 2024 bullish
Gerstner: OpenAI achieved escape velocity with $4B revenue and $10.5B capital
“Don't forget this company, you know, is, has over four billion in revenue scaling. Probably most people think to ten billion plus in revenue. Over the course of the next year, they just raised six and a half billion. They got a four billion dollar line of cred…”
Oct 13, 2024 bearish
Gurley bets trustworthy, transactional AI agents will take more than two years
“Could you provide it at scale in a trustworthy way where people are allocating their credit cards to it?
That might take a little longer.
Okay, so over under Bill on two years.
I mean, I, I'm gonna get you action either way.
But what's the test?
The demo?
I th…”
Oct 31, 2024 neutral
Gerstner: General Catalyst and Lightspeed raised roughly $13B each in ~2.5 years
“Just this week, we saw that General Catalyst has raised eight billion in new capital. Now, of course, you know, I love my friends at General Catalyst, but, you know, just, 24 months ago, they raised four and a half billion. So that's thirteen billion raised in…”
Nov 21, 2024 neutral
Nov 21, 2024 bearish
Gerstner: Altimeter shorted Target over tariff fears and weak discretionary consumer spending
“On the one hand, we were short a little bit of target because we're worried about tariffs and we're worried about the retail consumer holding up, especially around You know, these highly levered consumers when it comes to housewares and things that Target has …”
Dec 23, 2024 neutral
Jan 11, 2025 bullish
Jan 23, 2025 neutral
Gerstner: S&P excluding Mag 7 faces high hurdle from baked-in earnings acceleration
“If you look at the S and P, we think that S and P is baking in a big earnings acceleration this year. And that's on top of already high multiples. So the S and P X mag seven has a big hurdle this year. If you look at what's expected out of mag seven, it's a pr…”
Jan 23, 2025 bearish
Jan 23, 2025 bullish
Gerstner: AI productivity will drive a five-year golden era of margin expansion
“I've said that I think this moment that we're in the next five years is going to be a golden moment of margin expansion for technology businesses, and frankly, all businesses. Human productivity is going to go up, which means the cost to do exactly, you know, …”
Feb 5, 2025 bullish
Gerstner: A credible $1T budget cut plan will bring interest rates down
“If we do this and if we tell the American people, you know, that we're going to do this and we put together a believable plan where you're going to cut a trillion dollars and balance the budget in, in the next few years, I'll tell you what's going to happen, r…”
Mar 2, 2025 bearish
Mar 2, 2025 bullish
Mar 2, 2025 bearish
Mar 21, 2025 bearish
Mar 21, 2025 neutral
Apr 4, 2025 negative
Gerstner: Breaking up Google's search monopoly in 2025 is ridiculous
“I always get a, you know, a laugh out of the fact that finally in 2025, the first time we've actually had competition for Google, like very clear that competition is coming to all those categories, and now we get around to talking about breaking up their searc…”
Jun 6, 2025 bearish
Gerstner: Rare earth shortages could disrupt the US economy for six quarters
“If we don't do this, then we're going to have a massively disrupted economy over the next six quarters, slowing down economic growth and causing problems and critical shortages in parts to the military, in parts to our US auto industry, et cetera.”
Jun 6, 2025 bearish
Jun 6, 2025 neutral
Jun 20, 2025 positive
Jun 21, 2025 bullish
The winning AI company will reach a $5T to $10T valuation
“At a hundred billion in revenue, it seems to me that this company could be on a path to being the most valuable company in the world, right? Five to 10 trillion dollar business in the fullness of time, which frankly would not surprise me for the winner in the …”
Jul 31, 2025 bullish
Aug 28, 2025 neutral
Aug 28, 2025 bearish
Aug 28, 2025
Gerstner: Blaming China's tech rise on theft breeds US complacency
“If we have this view, the only reason China's competitive or winning is because they're stealing or they're subsidized. I think what that view does is it allows us to delude ourselves into believing we don't need to get better ourselves.”
Sep 26, 2025 bullish
Sep 26, 2025 bullish
Jun 11, 2026 bullish