正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

🤯 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

bg2clips

3,362 subscribers

91,806 次观看 • 2 个月前 •via X (Twitter)

新闻政治科学技术

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

📈 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

📈 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

bg2clips

93,746 次观看 • 3 个月前

🚀 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

🚀 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

bg2clips

39,574 次观看 • 1 个月前

📈 Brad Gerstner showed a fascinating chart on the latest episode of The All-In Podcast: "In 2022, NVIDIA and AMD had basically the same revenue, $25 billion. This year, Nvidia will do 10x that, at roughly $210B - $230B, and AMD will do $33 billion. Not much more than they were doing when the companies were tied in 2022. So Nvidia has captured nearly 100% of the incremental AI data center revenues over the course of the last two and a half years." -Brad Gerstner on the All In Football Show with @jason, Chamath Palihapitiya, David Sacks and david friedberg

📈 Brad Gerstner showed a fascinating chart on the latest episode of The All-In Podcast: "In 2022, NVIDIA and AMD had basically the same revenue, $25 billion. This year, Nvidia will do 10x that, at roughly $210B - $230B, and AMD will do $33 billion. Not much more than they were doing when the companies were tied in 2022. So Nvidia has captured nearly 100% of the incremental AI data center revenues over the course of the last two and a half years." -Brad Gerstner on the All In Football Show with @jason, Chamath Palihapitiya, David Sacks and david friedberg

bg2clips

11,303 次观看 • 8 个月前

"It gives hope to the 70% of people right now who say 'the system's not working for me" Brad Gerstner (Brad Gerstner ) #BloombergTech Emily Chang

"It gives hope to the 70% of people right now who say 'the system's not working for me" Brad Gerstner (Brad Gerstner ) #BloombergTech Emily Chang

Bloomberg Live

14,626 次观看 • 1 年前

🔥 BRAD GERSTNER: “X is better today than it's ever been. And remember, they have 70% fewer employees than they had the day Elon walked into the building.”

🔥 BRAD GERSTNER: “X is better today than it's ever been. And remember, they have 70% fewer employees than they had the day Elon walked into the building.”

Chief Nerd

812,764 次观看 • 2 个月前

Brad Gerstner (Brad Gerstner) on Trump Accounts: "President Donald J. Trump was elected on a Main Street agenda to get the rest of America into the game, and that’s exactly what this does."

Brad Gerstner (Brad Gerstner) on Trump Accounts: "President Donald J. Trump was elected on a Main Street agenda to get the rest of America into the game, and that’s exactly what this does."

Rapid Response 47

812,672 次观看 • 6 个月前

Brad gets it! 🚀 Brad Gerstner

Brad gets it! 🚀 Brad Gerstner

Shaun Maguire

253,711 次观看 • 1 个月前

🇺🇸 Invest America | Trump Accounts's Brad Gerstner, Robinhood's @VladTenev, Uber's Dara Khosrowshahi, and French Hill discuss the One, Big, Beautiful Bill. “We're thankful for President Donald J. Trump for his support of these initiatives that are going to help everyday people succeed.” Brad Gerstner dara khosrowshahi

🇺🇸 Invest America | Trump Accounts's Brad Gerstner, Robinhood's @VladTenev, Uber's Dara Khosrowshahi, and French Hill discuss the One, Big, Beautiful Bill. “We're thankful for President Donald J. Trump for his support of these initiatives that are going to help everyday people succeed.” Brad Gerstner dara khosrowshahi

The White House

355,664 次观看 • 1 年前

Honored to have Hoosier Brad Gerstner (Brad Gerstner) join me for the State of the Union address. Brad recently announced a commitment to invest $250 into Trump Accounts for qualifying children across Indiana.

Honored to have Hoosier Brad Gerstner (Brad Gerstner) join me for the State of the Union address. Brad recently announced a commitment to invest $250 into Trump Accounts for qualifying children across Indiana.

Senator Todd Young

12,993 次观看 • 4 个月前

🤖 Microsoft’s approach to headcount in the AI era: "I will say we will grow a headcount, but the way I look at it is that headcount we grow will grow with a lot more leverage than the headcount we had pre ai. And that's the adjustment. I think structurally you are seeing first, right? Which is one you called it 'getting fit.' — Satya Nadella on Bg2 Pod with Brad Gerstner and Sam Altman w/ Brad Gerstner adding: "I think we're on the verge of incredible economic productivity growth."

🤖 Microsoft’s approach to headcount in the AI era: "I will say we will grow a headcount, but the way I look at it is that headcount we grow will grow with a lot more leverage than the headcount we had pre ai. And that's the adjustment. I think structurally you are seeing first, right? Which is one you called it 'getting fit.' — Satya Nadella on Bg2 Pod with Brad Gerstner and Sam Altman w/ Brad Gerstner adding: "I think we're on the verge of incredible economic productivity growth."

bg2clips

18,368 次观看 • 7 个月前

🚨 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

🚨 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

bg2clips

36,634 次观看 • 2 个月前

Brad Gerstner talked about the ridiculous valuation of memory stocks and said he will be on a podcast with the Micron CEO in a few weeks.

Brad Gerstner talked about the ridiculous valuation of memory stocks and said he will be on a podcast with the Micron CEO in a few weeks.

The AI Investor

367,925 次观看 • 1 个月前

You don’t want to miss this MAJOR episode of Verdict with Ted Cruz: Huge, Transformative Victory: Invest America 401k Accounts for Every Newborn Child in America Brad Gerstner Brad Gerstner joins the podcast where we do a deep dive into creating investment accounts for kids. Invest America.

You don’t want to miss this MAJOR episode of Verdict with Ted Cruz: Huge, Transformative Victory: Invest America 401k Accounts for Every Newborn Child in America Brad Gerstner Brad Gerstner joins the podcast where we do a deep dive into creating investment accounts for kids. Invest America.

Ben Ferguson

38,561 次观看 • 1 年前

Brad Gerstner: “For too long, [business leaders] had no access in Washington to the White House. People didn’t want to hear their ideas. This President is veracious in his desire to hear from America’s leaders on how to make America better. This is citizen democracy at its best.”

Brad Gerstner: “For too long, [business leaders] had no access in Washington to the White House. People didn’t want to hear their ideas. This President is veracious in his desire to hear from America’s leaders on how to make America better. This is citizen democracy at its best.”

Trump War Room

35,678 次观看 • 5 个月前

Brad Gerstner (Brad Gerstner) is right. If we want to win the global AI race, we can’t hold back the platforms that power it. The American AI stack must stay competitive and in the hands of developers worldwide.

Brad Gerstner (Brad Gerstner) is right. If we want to win the global AI race, we can’t hold back the platforms that power it. The American AI stack must stay competitive and in the hands of developers worldwide.

NVIDIA Newsroom

51,364 次观看 • 1 年前

Altimeter Capital Brad Gerstner founder and CEO Brad Gerstner: "This is aligning every child in America with the upside of free markets and the benefits, and that is your Main Street agenda, Mr. President... the Trump Accounts... those will change the game forever."

Altimeter Capital Brad Gerstner founder and CEO Brad Gerstner: "This is aligning every child in America with the upside of free markets and the benefits, and that is your Main Street agenda, Mr. President... the Trump Accounts... those will change the game forever."

Rapid Response 47

41,472 次观看 • 1 年前

Australian super funds are investing $1.5T in America by 2035, building the future in the US and delivering great returns for Aussies back home. Great to talk super with the brains behind Trump Accounts, Brad Gerstner in Palo Alto Brad Gerstner

Australian super funds are investing $1.5T in America by 2035, building the future in the US and delivering great returns for Aussies back home. Great to talk super with the brains behind Trump Accounts, Brad Gerstner in Palo Alto Brad Gerstner

Former Ambassador Kevin Rudd AC

21,137 次观看 • 3 个月前

Brad Gerstner also got on CNBC and called Google a dead business because his son was using ChatGPT in his middle school class He's the face of going with the herd

Brad Gerstner also got on CNBC and called Google a dead business because his son was using ChatGPT in his middle school class He's the face of going with the herd

Aria Radnia 🇮🇷

235,055 次观看 • 4 个月前

The AI market rally in 2026 has one anchor. It's private. Brad Gerstner Gerstner holds Anthropic equity with non-public financial access. His claim: without Anthropic's 2026 revenue delivery, the market would be down 10-15% right now. Not NVIDIA. Not OpenAI launches. Anthropic's profit path. High gross margins and a path to positive FCF in Q2 2026 triggered the market's ascent out of a deep correction. One private company validated that AI revenue was real and profitable. The anchor is private. The companies depending on it are public. If Anthropic's next revenue update disappoints, every AI-correlated position loses its primary justification. Source: TBPN (TBPN) -

The AI market rally in 2026 has one anchor. It's private. Brad Gerstner Gerstner holds Anthropic equity with non-public financial access. His claim: without Anthropic's 2026 revenue delivery, the market would be down 10-15% right now. Not NVIDIA. Not OpenAI launches. Anthropic's profit path. High gross margins and a path to positive FCF in Q2 2026 triggered the market's ascent out of a deep correction. One private company validated that AI revenue was real and profitable. The anchor is private. The companies depending on it are public. If Anthropic's next revenue update disappoints, every AI-correlated position loses its primary justification. Source: TBPN (TBPN) -

Podcast Alpha

28,266 次观看 • 28 天前

Me and Brad Gerstner asked Dan Loeb if he would donate $1 million to the kids of America🤣 Parents go claim your Trump accounts at for your child to receive shares in amazing companies!! Brad Gerstner Daniel S. Loeb

Me and Brad Gerstner asked Dan Loeb if he would donate $1 million to the kids of America🤣 Parents go claim your Trump accounts at for your child to receive shares in amazing companies!! Brad Gerstner Daniel S. Loeb

Jake Paul

213,123 次观看 • 3 天前