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Corporations

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 7, 2024 by Brad Gerstner · across every show →

Everything said about Corporations, oldest first

Mar 7, 2024 bearish
Prediction Not checkable as stated
Gerstner: Companies will flee Delaware if Musk pay ruling is upheld
“So if it gets upheld, I expect you're going to see significant flight from the state of Delaware by people reincorporated in these other states that, you know, frankly are pretty friendly as well.”
Brad Gerstner Mar 7, 2024 ▶ 57:27 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Jul 10, 2025 neutral
Prediction Not checkable as stated
Gerstner: AI productivity gains will cause companies to shrink headcount
“My sense is that companies are generally going to get smaller, right on the backs of the productivity gains from AI, but they'll redeploy some of those profits into these areas.”
Brad Gerstner Jul 10, 2025 ▶ 44:37 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
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