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consumer products

also referred to as: consumer product

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 31, 2025 by Brad Gerstner · across every show →

Everything said about consumer products, oldest first

Jul 31, 2025 bearish
Insight
Gerstner: AI labs without applications will struggle to maintain margins
“I think that makes it harder if you're in the lab game. And you don't have a consumer product and you don't own an application that you can drive high gross margins.”
Brad Gerstner Jul 31, 2025 ▶ 40:30 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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