bg2clips
@bg2clips • 4,211 subscribers
Clips from the @bg2pod hosted by Brad Gerstner & Bill Gurley. Fan made. 🎬
Videos
😳 Brad Gerstner on the ex-Anthropic researcher who told America AI could end humanity in three years: "To go on national television in a highly coordinated way and sit in the living room on NBC, on ABC, on CBS, on Fox, and have a single researcher who spent six weeks at Anthropic tell the moms and dads of America that this can kill all of humanity in the next three years without any countervailing conversation is deeply irresponsible. Jensen Huang yesterday called it deeply untrue. Andrew Feldman, the founder of Cerebras, who spent decades studying this, called it utter horseshit. Elon himself said it was a coordinated psyop." - Brad Gerstner with Scott Wapner Scott Wapner on CNBC Friday, Sept 11th, 2026
bg2clips156,646 görüntüleme • 24 gün önce
🇺🇸 Nvidia CEO Jensen Huang on what makes Trump unique: "It was hard to go to DC in the past. As you know, getting an appointment was almost impossible. President Trump has a open door to leaders who want to come in and help them understand the future. This is an administration that believes in growth. Fundamentally, president Trump wants America to grow." — NVIDIA CEO Jensen Huang with Brad Gerstner on the Bg2 Pod
bg2clips527,705 görüntüleme • 11 ay önce
📊 Brad Gerstner on the single number the entire AI trade now hinges on: "This is the single most important data point in the market today: is Anthropic's monthly revenue, is OpenAI's monthly revenue, going to be $4 billion or $8 billion? It's almost hard to get your head around. Most of us who've been in venture capital for a long time, if you got to a billion dollars in software revenue over four or five years, you were in the top 5% of software companies. But this is what the world is now pricing in." — Brad Gerstner, Founder and CEO of Altimeter Capital, at the All-in Summit.
bg2clips33,904 görüntüleme • 20 gün önce
![🤯 Brad Gerstner on Anthropic's shockingly small team: "Remember, it's only 2,500 people. Google crossed this [$30B] revenue threshold when they had 120,000 people. These guys have 2,500 people." –Brad Gerstner on The All-In Podcast](https://image.24vids.com/tw-2044472206374166685/amplify_video_thumb/2044471779570130944/img/rcmHR9pW4WF0ogY9.jpg)
.Brad Gerstner just got the ultimate compliment on The All In Podcast from @jason. "This would not have happened without you, Brad" — for turning Trump Accounts from an idea into reality and a hallmark achievement of the President’s main street agenda. “This is your legacy of everything you've done in your life. Lots of success and I've seen it up close and personal this is a million times everything you've done in your whole life. You'll be remembered for this.” 💐
bg2clips47,323 görüntüleme • 2 ay önce
📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast
bg2clips93,888 görüntüleme • 6 ay önce
“The Coatue team mapped out cloud revenue market share, Oracle at 5%, Amazon at 44% with AWS, Google 19%, Microsoft 30%. Next to that, they showed NVIDIA GPU allocation: Microsoft and Google match their cloud share. Amazon is 44% cloud revenue but only 20% GPUs. Oracle jumps from 5% to 19%. Cori comes out of nowhere at 11%.” “One obvious takeaway is that Amazon has half the share of GPUs than their share of AWS. So that could mean one of two things, either AWS is behind in AI, that could be one, or they're pursuing a different hardware strategy than its competitors.” — Bill Gurley Bill Gurley and Thomas Laffont Thomas Laffont
bg2clips180,310 görüntüleme • 1 yıl önce
💰 Brad Gerstner responds to Treasury Secretary Treasury Secretary Scott Bessent's warning that AI companies have done a "horrendous job" explaining themselves: "I totally agree with him... this idea that we have this ever-expanding wealth gap. The benefits are going to a small group, and they're stuck with the anxiety that maybe their kid won't be able to get a job. The answer to that... is we have to get everybody into the game of capitalism. They all have to share in the upside of AI. We've created 9 million capital accounts for kids across the country... I think all the AI labs will make huge contributions to this. I think we'll expand it to include all 70 million kids under the age of 18." - Brad Gerstner, Founder and CEO of Altimeter Capital and champion of Trump Accounts with Scott Wapner Scott Wapner on CNBC Friday, Sept 11th, 2026
bg2clips10,855 görüntüleme • 25 gün önce
🚀 Brad Gerstner on Elon Musk's ace card with xAI's compute infrastructure: "There's nobody better on planet Earth than Elon at converting electrons to tokens... Now we see the ace card that Elon's playing. He said he was building AWS all along or EWS (Elon Web Services) all along. I estimate that this is going to generate in this year an incremental $4 to $5 billion of revenue... That's a material amount of incremental revenue to offset the cost of the investments that he's made here." — Brad Gerstner on The All-In Podcast
bg2clips39,721 görüntüleme • 4 ay önce
🚨 NEW: Anthropic released shocking revenue numbers. They now have over 1,000 enterprises paying $1M+ annually: "It turns out that the TAM for intelligence is radically different than anything that we've seen before... It's not that there was some great go-to-market in Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business. We are all self-interested actors. And when millions of those people are all making the same decision, there's a huge tell. And the tell here is that the TAM is as big as Dario and Sam and others have been saying." -Brad Gerstner "This is truly mind-boggling when you think about it because those are the most coveted customers in the world... Slack dreamed of getting these million-dollar customers. Salesforce dreams of getting these million-dollar customers." -@jason
bg2clips36,660 görüntüleme • 5 ay önce
“Rather than forming a third party, which seems to me just chaotic and a lot of overhead and has not historically been that successful.. I would love to see Elon, if this is his main issue, if it's the budget deficit and debt, which I would love to see him take on, he could do a series of things. Number one, he could really sponsor a balanced budget amendment to the Constitution of the United States under Article 5. If he put $10 billion against that effort, it would be the single largest constitutional effort in the history of the country.” -Brad Gerstner on Elon Musk’s 3rd Party on Bg2 Pod
bg2clips45,343 görüntüleme • 1 yıl önce
⚡ Gavin Baker on why Elon's data center strategy is printing money — and Brad Gerstner on why nobody saw it coming: "If you can borrow money at 6, 7, 8% and invest in something with a 55% ARR, I'm not the most sophisticated thinker, but that math maths... We do know from Jensen that Elon Musk brings data centers up faster than anyone, 122 days. Speed is literally cost." "This whole category of taking all of this compute, which he's uniquely good at standing up, and then reselling it in a way that's highly profitable was not in a lot of people's forecasts — now it's a major component of the forecast." — Gavin Baker & Brad Gerstner on Bg2 Pod / BGGB Pod As Jensen Huang said, “Elon is an N of 1.”
bg2clips15,732 görüntüleme • 3 ay önce
🤔 How do we ever get the Strait of Hormuz open again? "Listen, we degraded and we destroyed. That's what we came here to do. We did not come here for some experiment in democracy. We wish the best to the Iranian people to do the things they need to do. And if Iran does not back down, if after that declaration, Iran continues to destroy cargo containers moving through the narrow straits, I think you're going to see Iran's neighbors, and Israel, and others get very involved as it pertains to Iran because it's in their interest. The United States produces 20 million barrels of oil a day and we consume 20 million barrels a day. This is a modest problem for the United States. This is a massive problem for China. This is a massive problem for Asia. This is a massive problem for all of our friends in the Gulf who are trying to dodge Iranian missiles right now. So there are a lot of people in the world who will take up arms to deal with the Iranians if the United States isn't there, because we can take care of ourselves... This is not a risk-free initiative by the United States, nor was Venezuela. But let me steel man the alternative. Doing nothing and allowing Iran to procure the ingredients for a nuclear missile when they are set on the destruction of the United States and U.S. interests, doing nothing in Venezuela while the Monroe Doctrine is totally wrecked and we let our adversaries take up positions in South America, those also have risks, right? Those carry a lot of risks. And so we're weighing these two risks. Again, for me, I don't like the fact that we're engaged in military activities here, but I will tell you, I am very much on the side that if we're going to go protect American national security interests, you go in, you do the degrading of their capability and you get out. And I think that's what I hear out of the president." –Brad Gerstner (Brad Gerstner) on The All-In Podcast
bg2clips19,418 görüntüleme • 6 ay önce
It’s official… the Invest America Act just became law! 👏🇺🇸 Michael Dell 🇺🇸, Founder and CEO of Dell Technologies, sits down with Brad Gerstner and Bill Gurley to unpack the monumental legislation and explore what it means for the next generation of American investors and philanthropists. Who’s ready to open their Invest America | Trump Accounts account?
bg2clips18,249 görüntüleme • 1 yıl önce
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