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🤯 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

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92,141 görüntüleme • 5 ay önce •via X (Twitter)

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📈 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

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📊 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.

📊 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.

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🚀 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

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🔥 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.”

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TOUR: Inside the $100 Heart CAC scan saving lives Brad Gerstner (Brad Gerstner): " Heart attacks are a dumb way to die. Because they are preventable." "Half of the people who have heart attacks every year have cholesterol in the normal zone.. I'm not saying that all doctors are involved in a grand conspiracy by telling us to track our cholesterol. What I'm telling you is the evidence on the street that 800,000 people/year are dying of this, tells you that that's not enough."

TOUR: Inside the $100 Heart CAC scan saving lives Brad Gerstner (Brad Gerstner): " Heart attacks are a dumb way to die. Because they are preventable." "Half of the people who have heart attacks every year have cholesterol in the normal zone.. I'm not saying that all doctors are involved in a grand conspiracy by telling us to track our cholesterol. What I'm telling you is the evidence on the street that 800,000 people/year are dying of this, tells you that that's not enough."

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.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.” 💐

.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.” 💐

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😳 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

😳 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

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🚨 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

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💰 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

💰 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

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Officials are struggling to accommodate thousands of migrants who have crossed into the small city of Eagle Pass, Texas. The mayor declared a state of emergency on Wednesday, saying 2,500 people had arrived in the city of 28,000.

Officials are struggling to accommodate thousands of migrants who have crossed into the small city of Eagle Pass, Texas. The mayor declared a state of emergency on Wednesday, saying 2,500 people had arrived in the city of 28,000.

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⚡ 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.”

⚡ 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.”

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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.”

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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) -

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"We wouldn't be here without you," says Brad Gerstner (Brad Gerstner) to President Donald J. Trump on the launch of Trump Accounts. "We’re committed to the next 250, and what that means is not a million kids in America, not 2 million kids in America—EVERY child in America. All 70 million kids under the age of 18 deserve to have one of these accounts. We’re going to get the accounts open for them."

"We wouldn't be here without you," says Brad Gerstner (Brad Gerstner) to President Donald J. Trump on the launch of Trump Accounts. "We’re committed to the next 250, and what that means is not a million kids in America, not 2 million kids in America—EVERY child in America. All 70 million kids under the age of 18 deserve to have one of these accounts. We’re going to get the accounts open for them."

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Brad Gerstner: Anthropic could *ADD* $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

Brad Gerstner: Anthropic could ADD $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

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“I’ve been skeptical of software now for two years.” On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) explained why many software names have reverted from a decade of premium multiples back toward market multiples in the AI era. “The closer you are to a point solution, that feels to me like you're on the front of the conveyor belt heading toward the guillotine, and to me it's just too hard.”

“I’ve been skeptical of software now for two years.” On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) explained why many software names have reverted from a decade of premium multiples back toward market multiples in the AI era. “The closer you are to a point solution, that feels to me like you're on the front of the conveyor belt heading toward the guillotine, and to me it's just too hard.”

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It's as if President Donald J. Trump watches The All-In Podcast. Trump is saying what Brad Gerstner predicted on yesterday's show. "This is a massive problem for China. This is a massive problem for Asia. This is a massive problem for all our friends in the Gulf." Time for the other Countries to step up.

It's as if President Donald J. Trump watches The All-In Podcast. Trump is saying what Brad Gerstner predicted on yesterday's show. "This is a massive problem for China. This is a massive problem for Asia. This is a massive problem for all our friends in the Gulf." Time for the other Countries to step up.

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Brad Gerstner on Elon’s heroic approach to innovation: “How many CEOs would just take that exceptional Starlink business and not take any of these other risks? They would not do TeraFab. They would not try to build out the data center. They would not try to build their own model. That’s highly risky but highly important. It is heroic that we have this level of unbridled enthusiasm for innovation on the frontier that Elon’s doing.” Jason Calacanis: Other CEOs are starting to realize buybacks and dividends aren’t as important as betting on the future. DoorDash and Google both got smacked for high CapEx. This keeps happening. Brad Gerstner @jason

Brad Gerstner on Elon’s heroic approach to innovation: “How many CEOs would just take that exceptional Starlink business and not take any of these other risks? They would not do TeraFab. They would not try to build out the data center. They would not try to build their own model. That’s highly risky but highly important. It is heroic that we have this level of unbridled enthusiasm for innovation on the frontier that Elon’s doing.” Jason Calacanis: Other CEOs are starting to realize buybacks and dividends aren’t as important as betting on the future. DoorDash and Google both got smacked for high CapEx. This keeps happening. Brad Gerstner @jason

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