Chinese merchants

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 24, 2025 by Brad Gerstner · across every show →

Everything said about Chinese merchants, oldest first

Apr 24, 2025 neutral

Assertion Not checkable as stated

Gerstner: Meta's ad revenue from Chinese merchants is pure profit

“That's pure profit, right? There's no incremental variable costs against serving those advertisers. So if that just disappears, you know, it's very, very high margin business.”

Brad Gerstner Apr 24, 2025 ▶ 5:38 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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Chinese merchants

Everything said about Chinese merchants, oldest first

Turn any episode into a week of clips.