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Revenue

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 14, 2025 by Brad Gerstner · across every show →

Everything said about Revenue, oldest first

Oct 14, 2025 bullish
Prediction Not checkable as stated
Gerstner: OpenAI generating $150B in 2030 revenue is 'more than plausible'
“Is it plausible they could have a hundred and fifty billion dollars of revenue in 2030, and I would argue as an investor that it's more than plausible that they could have a hundred and fifty billion in revenue, but I think it makes it very, very difficult for…”
Brad Gerstner Oct 14, 2025 ▶ 27:43 AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Oct 31, 2025 bullish
What-if
Altman: 10x more compute would yield near 10x revenue for OpenAI
“If we had 10 X more compute, I don't know if we'd have 10 X more revenue, but I don't think it'd be that far.”
Sam Altman Oct 31, 2025 ▶ 15:00 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
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