Gerstner: Anthropic and OpenAI will keep growing despite enterprise spend optimization
Brad Gerstner · Where Brad Gerstner Is Investing Billions · May 29, 2026 · at 8:32
Brad Gerstner of Altimeter Capital addresses arguments that enterprise optimization of AI token spend will stall revenue growth for leading foundation model providers like OpenAI and Anthropic.
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“Of course, I believe that optimization will continue, but my hunch is that anthropic and open and these companies will continue to grow right through the optimization because the growth curve on penetration of both enterprise and use case is so steep.”
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