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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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91,806 görüntüleme • 3 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 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 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

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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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🔥 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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.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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🤖 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."

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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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⚡ 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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🤖 Microsoft CEO Satya Nadella on layoffs, AI, and the future of work: "I'm a firm believer that the productivity curve does and will bend… there's going to be more agency for you at a task level to get to job complete because of the power of these tools in your hand." — Satya Nadella w/ Sam Altman and Brad Gerstner on BG2 Episode 39 A Halloween Special.

🤖 Microsoft CEO Satya Nadella on layoffs, AI, and the future of work: "I'm a firm believer that the productivity curve does and will bend… there's going to be more agency for you at a task level to get to job complete because of the power of these tools in your hand." — Satya Nadella w/ Sam Altman and Brad Gerstner on BG2 Episode 39 A Halloween Special.

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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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Altimeter's Brad Gerstner at #DeliveringAlpha: Google has been a "monopoly, a tax collector" on everything on the internet for 20 years. "They are the verb that collects the tax ... So, what is the verb in the age of AI? Do you Bard? Or do you ChatGPT?"

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As Jensen mentioned with Brad Gerstner Bg2 Pod Bill Gurley, something that few people know is that NVIDIA is becoming the American open-source leader in AI, with over 300 contributions of models, datasets and apps on Hugging Face in the past year. And I have a feeling they're just getting started!

As Jensen mentioned with Brad Gerstner Bg2 Pod Bill Gurley, something that few people know is that NVIDIA is becoming the American open-source leader in AI, with over 300 contributions of models, datasets and apps on Hugging Face in the past year. And I have a feeling they're just getting started!

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Last week on CNBC Halftime, Brad Gerstner (Brad Gerstner) broke down the AI selloff — first with Scott Wapner (Scott Wapner), then alongside Jensen Huang (NVIDIA): With Scott Wapner on markets + AI CapEx: "There's a fog of war when the rate of change goes parabolic." "When the smartest guys in the world — Sundar, Elon, Andy Jassy, Mark Zuckerberg — are all saying we are going to earn a return on this investment, my bet is on them." With Jensen Huang on AI infrastructure + U.S. competitiveness: "This is like building the interstate highway system — $700 billion of investment, all funded by profitable private companies in America." "Could you imagine being large early investors in Google, Amazon, and Meta? Incredible. And that's what we're looking at." As founder of Invest America | Trump Accounts | Trump Accounts, Brad is focused on ensuring every American has a stake in the future being built. Watch the conversation 👇

Last week on CNBC Halftime, Brad Gerstner (Brad Gerstner) broke down the AI selloff — first with Scott Wapner (Scott Wapner), then alongside Jensen Huang (NVIDIA): With Scott Wapner on markets + AI CapEx: "There's a fog of war when the rate of change goes parabolic." "When the smartest guys in the world — Sundar, Elon, Andy Jassy, Mark Zuckerberg — are all saying we are going to earn a return on this investment, my bet is on them." With Jensen Huang on AI infrastructure + U.S. competitiveness: "This is like building the interstate highway system — $700 billion of investment, all funded by profitable private companies in America." "Could you imagine being large early investors in Google, Amazon, and Meta? Incredible. And that's what we're looking at." As founder of Invest America | Trump Accounts | Trump Accounts, Brad is focused on ensuring every American has a stake in the future being built. Watch the conversation 👇

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🇺🇸 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

🇺🇸 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

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