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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......

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15,672 görüntüleme • 1 ay önce •via X (Twitter)

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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
2:23

🚀 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

39,721 görüntüleme • 2 ay 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
1:51

🇺🇸 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

bg2clips

526,067 görüntüleme • 9 ay önce

🤖 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."
1:38

🤖 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 görüntüleme • 8 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
2:10

“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

bg2clips

45,343 görüntüleme • 1 yıl 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
2:21

📈 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

93,888 görüntüleme • 4 ay önce

Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World Brad Gerstner: “You're merging the two biggest TAMs in the world, right?” “All of artificial intelligence and all of space, together with the world's greatest entrepreneur.” “(Elon) said, ‘I'm going to have datacenters in space in 30 months,’ right?” “And if you're going to have a massive cost advantage with data centers in space – and remember, power is the proxy, power is the primitive to AI – if you can deliver that, then Elon’s your guy, and the combination of those make perfect sense.” “But Elon is like, kind of an N-of-one in his ability to dream this.” “I think that there will be dramatic retail demand and institutional demand, who want to bet on that future.”
0:38

Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World Brad Gerstner: “You're merging the two biggest TAMs in the world, right?” “All of artificial intelligence and all of space, together with the world's greatest entrepreneur.” “(Elon) said, ‘I'm going to have datacenters in space in 30 months,’ right?” “And if you're going to have a massive cost advantage with data centers in space – and remember, power is the proxy, power is the primitive to AI – if you can deliver that, then Elon’s your guy, and the combination of those make perfect sense.” “But Elon is like, kind of an N-of-one in his ability to dream this.” “I think that there will be dramatic retail demand and institutional demand, who want to bet on that future.”

The All-In Podcast

333,435 görüntüleme • 5 ay önce

📈 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
1:56

📈 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 görüntüleme • 9 ay önce

Gavin Baker on SpaceX's booming datacenter business: $15B from Anthropic is just the beginning @jason: “ Gavin, your take on the S-1, and I think specifically Elon Musk Web Services?” Gavin Baker: “$15 billion (from Anthropic), that means (SpaceX’s) AI business is going to quadruple. It has already effectively quadrupled. Their first data center was 122 days. For the second one, it took them 91 days. The third one was, I think, 66 days. They build data centers dramatically faster than anyone else at a lower cost. And now that you have a clear offtake partner, and I would expect ‘partner’ to become ‘partners,’ there is no reason they can't start stamping these data centers out really fast. And having watched Jensen for a long time, it is important to Jensen that his GPUs be used. And so GPUs will be allocated to who can plug them in, turn them on, and start converting electrons into tokens. And so I think this business can grow dramatically faster than maybe what anyone could have contemplated three months ago. But $15 billion from Anthropic is extraordinary.”
1:24

Gavin Baker on SpaceX's booming datacenter business: $15B from Anthropic is just the beginning @jason: “ Gavin, your take on the S-1, and I think specifically Elon Musk Web Services?” Gavin Baker: “$15 billion (from Anthropic), that means (SpaceX’s) AI business is going to quadruple. It has already effectively quadrupled. Their first data center was 122 days. For the second one, it took them 91 days. The third one was, I think, 66 days. They build data centers dramatically faster than anyone else at a lower cost. And now that you have a clear offtake partner, and I would expect ‘partner’ to become ‘partners,’ there is no reason they can't start stamping these data centers out really fast. And having watched Jensen for a long time, it is important to Jensen that his GPUs be used. And so GPUs will be allocated to who can plug them in, turn them on, and start converting electrons into tokens. And so I think this business can grow dramatically faster than maybe what anyone could have contemplated three months ago. But $15 billion from Anthropic is extraordinary.”

The All-In Podcast

82,346 görüntüleme • 2 ay önce

Why it is BS that we are in an AI infra bubble... "We can't build data centers fast enough to keep up with demand. We're not building ahead of demand. We're building behind demand. We are trying to keep up with demand, not the other way around." Andrew Feldman What does no one know that everyone should know when it comes to AI infra spending? Brad Gerstner Gavin Baker Nathan Benaich mmurph Alexander Embiricos
1:29

Why it is BS that we are in an AI infra bubble... "We can't build data centers fast enough to keep up with demand. We're not building ahead of demand. We're building behind demand. We are trying to keep up with demand, not the other way around." Andrew Feldman What does no one know that everyone should know when it comes to AI infra spending? Brad Gerstner Gavin Baker Nathan Benaich mmurph Alexander Embiricos

Harry Stebbings

10,163 görüntüleme • 2 ay önce

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 👇
35:52

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 👇

Altimeter Capital

21,265 görüntüleme • 5 ay önce

.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.” 💐
0:42

.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.” 💐

bg2clips

46,810 görüntüleme • 23 gün önce

🚨 Jensen Huang says everyone panicked about the AI data when MOST training data was never REAL to begin with. Ilya Sutskever told the industry pre-training was over. "Ilya said, 'We're out of data,' or something like that. 'Pre-training is over,' or something like that," Huang says. "The industry panicked, you know, that this is the end of AI." "And of course, of course that's obviously not true. We're gonna keep on scaling the amount of data that we have to train with." "A lot of that data is probably gonna be synthetic." That's where the panic came from — synthetic data sounds like cheating. "Most of the data that we are training, that we teach each other with, inform each other with, is synthetic." "It's synthetic because it didn't come out of nature." "You created it. I'm consuming it. I modify it, augment it, I regenerate it, somebody else consumes it." The textbook in your hand is synthetic. The post you're reading is synthetic. The lecture you took is synthetic. Nature didn't make any of it. Humans did. AI just learned to do the same thing — faster. "Training is now limited by compute," Huang says. "Data is now limited by compute." The data wall wasn't a wall. It was a mirror. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast
1:29

🚨 Jensen Huang says everyone panicked about the AI data when MOST training data was never REAL to begin with. Ilya Sutskever told the industry pre-training was over. "Ilya said, 'We're out of data,' or something like that. 'Pre-training is over,' or something like that," Huang says. "The industry panicked, you know, that this is the end of AI." "And of course, of course that's obviously not true. We're gonna keep on scaling the amount of data that we have to train with." "A lot of that data is probably gonna be synthetic." That's where the panic came from — synthetic data sounds like cheating. "Most of the data that we are training, that we teach each other with, inform each other with, is synthetic." "It's synthetic because it didn't come out of nature." "You created it. I'm consuming it. I modify it, augment it, I regenerate it, somebody else consumes it." The textbook in your hand is synthetic. The post you're reading is synthetic. The lecture you took is synthetic. Nature didn't make any of it. Humans did. AI just learned to do the same thing — faster. "Training is now limited by compute," Huang says. "Data is now limited by compute." The data wall wasn't a wall. It was a mirror. If you're new here, follow @AiEvolutio for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Jensen Huang ( NVIDIA ), NVIDIA CEO, on Lex Fridman's ( Lex Fridman ) podcast

AI Evolution

15,565 görüntüleme • 2 ay önce

🚨 NEW: Vice President JD Vance on Elon Musk & DOGE: "Elon is not disappearing. $160 billion in savings, that's a lot. Nobody said that the work of DOGE would only last 110 days. We think there's a lot more waste & fraud that we can find. We're going to save the American people a lot more money. But look, if we stopped at $160 billion of pure waste and fraud, that would be an unbelievable increase in government efficiency. That's something to be proud of, but we're gonna keep on working at it."
0:42

🚨 NEW: Vice President JD Vance on Elon Musk & DOGE: "Elon is not disappearing. $160 billion in savings, that's a lot. Nobody said that the work of DOGE would only last 110 days. We think there's a lot more waste & fraud that we can find. We're going to save the American people a lot more money. But look, if we stopped at $160 billion of pure waste and fraud, that would be an unbelievable increase in government efficiency. That's something to be proud of, but we're gonna keep on working at it."

DogeDesigner

2,076,160 görüntüleme • 1 yıl önce

"Elon Musk is probably doing more for America than any other American. He's single handedly bringing manufacturing back to America. SpaceX is in some ways the most important defense contractor in America. What he's doing with Starlink is amazing for the world. He's creating all of these blue collar manufacturing jobs which is a goal of a lot of liberals and good for America. He's done more than any living human to decarbonize the world. And if you're upset about data centers on earth for environmental reasons, here you go - he's putting data centers in space" - Gavin Baker Patrick OShaughnessy
3:15

"Elon Musk is probably doing more for America than any other American. He's single handedly bringing manufacturing back to America. SpaceX is in some ways the most important defense contractor in America. What he's doing with Starlink is amazing for the world. He's creating all of these blue collar manufacturing jobs which is a goal of a lot of liberals and good for America. He's done more than any living human to decarbonize the world. And if you're upset about data centers on earth for environmental reasons, here you go - he's putting data centers in space" - Gavin Baker Patrick OShaughnessy

Dillon Loomis

467,851 görüntüleme • 2 ay önce

Cathie Wood in a new interview via The Rundown on Elon Musk and Orbital Data Centers: “He’s a maestro at saying: ‘First principles, I’m facing all the problems on earth, why do I have to this here. What would it take to do this in space?’ We are ahead of the game of a lot of things (ARK Invest), we did not conceive of that. He did.”
0:27

Cathie Wood in a new interview via The Rundown on Elon Musk and Orbital Data Centers: “He’s a maestro at saying: ‘First principles, I’m facing all the problems on earth, why do I have to this here. What would it take to do this in space?’ We are ahead of the game of a lot of things (ARK Invest), we did not conceive of that. He did.”

Nic Cruz Patane

18,135 görüntüleme • 6 ay önce

“There's nobody better on planet Earth than Elon at converting electrons to tokens. He was building EWS all along.” - Brad Gerstner on how becoming a hyperscaler impacts SpaceX’s outlook Brad Gerstner on Elon Musk's cloud strategy: “It's a critically important evolution to the story. SpaceX has this five-layer cake: launch, connectivity, compute, hyperscalers, space datacenters, and then applications and models, and then other bets. And now we see the ace card that Elon's playing. He was building EWS all along, and so I estimate that this is going to generate, in this year, an incremental $4 to $5B of revenue on top of what analysts estimate is in the mid-20s. That's a material amount of incremental revenue to offset the cost of the investments that he's made here, and that will subsidize, to Chamath's point, all that he's investing to build the next generation of Grok. Remember, too, that he has three facilities, Colossus, Macro Hard, and Macro Harder. 1.2 gigawatts in Macro Hard and Macro Harder in Blackwell. So he's given the one that's kind of less connected, H100's great for inference, to Anthropic. He's monetizing it in a big way. It's terrific for Anthropic, and it solves what I think was the biggest question in the valuation story, which is what if he spends ahead of xAI's revenue? It takes the pressure off xAI delivering immediate revenue. Now he becomes an immediate competitor in the hyperscalers. I don't think this is the last announcement. And I would just say finally, everybody has talked about how we don't have enough power, how we don't have enough compute, how the revenues would not show up this year, but the chaos that is American capitalism somehow finds a way.”
1:38

“There's nobody better on planet Earth than Elon at converting electrons to tokens. He was building EWS all along.” - Brad Gerstner on how becoming a hyperscaler impacts SpaceX’s outlook Brad Gerstner on Elon Musk's cloud strategy: “It's a critically important evolution to the story. SpaceX has this five-layer cake: launch, connectivity, compute, hyperscalers, space datacenters, and then applications and models, and then other bets. And now we see the ace card that Elon's playing. He was building EWS all along, and so I estimate that this is going to generate, in this year, an incremental $4 to $5B of revenue on top of what analysts estimate is in the mid-20s. That's a material amount of incremental revenue to offset the cost of the investments that he's made here, and that will subsidize, to Chamath's point, all that he's investing to build the next generation of Grok. Remember, too, that he has three facilities, Colossus, Macro Hard, and Macro Harder. 1.2 gigawatts in Macro Hard and Macro Harder in Blackwell. So he's given the one that's kind of less connected, H100's great for inference, to Anthropic. He's monetizing it in a big way. It's terrific for Anthropic, and it solves what I think was the biggest question in the valuation story, which is what if he spends ahead of xAI's revenue? It takes the pressure off xAI delivering immediate revenue. Now he becomes an immediate competitor in the hyperscalers. I don't think this is the last announcement. And I would just say finally, everybody has talked about how we don't have enough power, how we don't have enough compute, how the revenues would not show up this year, but the chaos that is American capitalism somehow finds a way.”

The All-In Podcast

62,278 görüntüleme • 2 ay önce

Just 3 month ago Brad Gerstner was on The All-In Podcast saying Anthropic was fully hooked into AltCaps data lakes because of security vs using OpenClaw. Is there a brewing concern that AltCap is giving its proprietary research and data alpha to Anthropic? Is open source now a viable option to protect it? Would love to see a 1:1 chat with Karp and Gerstner to unpack both sides of this debate
0:26

Just 3 month ago Brad Gerstner was on The All-In Podcast saying Anthropic was fully hooked into AltCaps data lakes because of security vs using OpenClaw. Is there a brewing concern that AltCap is giving its proprietary research and data alpha to Anthropic? Is open source now a viable option to protect it? Would love to see a 1:1 chat with Karp and Gerstner to unpack both sides of this debate

spiro 🇺🇸

43,091 görüntüleme • 28 gün önce

JENSEN: ELON IS THE FASTEST BUILDER OF AI SUPERCOMPUTERS NVIDIA’s CEO Jensen Huang: “I would not be surprised if Elon gets to a gigawatt before anybody else does. These AI supercomputers are complicated things. The technology is complicated. Procuring it is complicated because of financing issues. Securing the land, power, and shell, powering it is complicated. Building it all, bringing it all up. This is unquestionably the most complex systems problem humanity has ever endeavored. Elon has a great advantage that in his head all of these systems are interoperating and the interdependencies resides in one head, including the financing. He's the ultimate GPU. He has a great advantage there and he has a great sense of urgency, he has a real desire to build it. And so, when will comes together with skill, unbelievable things can happen. That's quite unique.” Source: Jensen Huang on the Bg2 Pod, September 26, 2025
1:33

JENSEN: ELON IS THE FASTEST BUILDER OF AI SUPERCOMPUTERS NVIDIA’s CEO Jensen Huang: “I would not be surprised if Elon gets to a gigawatt before anybody else does. These AI supercomputers are complicated things. The technology is complicated. Procuring it is complicated because of financing issues. Securing the land, power, and shell, powering it is complicated. Building it all, bringing it all up. This is unquestionably the most complex systems problem humanity has ever endeavored. Elon has a great advantage that in his head all of these systems are interoperating and the interdependencies resides in one head, including the financing. He's the ultimate GPU. He has a great advantage there and he has a great sense of urgency, he has a real desire to build it. And so, when will comes together with skill, unbelievable things can happen. That's quite unique.” Source: Jensen Huang on the Bg2 Pod, September 26, 2025

Mario Nawfal

129,978 görüntüleme • 8 ay önce

"If I'm Baker Mayfield, I'm pointing to some of these guys and saying, 'why are they getting all this money?'" "If I'm right about the Browns...if you end up being a 7-win team and a year from now Baker Mayfield is a free agent, $60 million or $55 million settles a lot of previous grievances." 🚨 Jonathan Peterlin and Nick Wilson on Baker Mayfield's uncertain future with #Bucs, why #Browns should keep an open mind
1:26

"If I'm Baker Mayfield, I'm pointing to some of these guys and saying, 'why are they getting all this money?'" "If I'm right about the Browns...if you end up being a 7-win team and a year from now Baker Mayfield is a free agent, $60 million or $55 million settles a lot of previous grievances." 🚨 Jonathan Peterlin and Nick Wilson on Baker Mayfield's uncertain future with #Bucs, why #Browns should keep an open mind

92.3 The Fan

128,975 görüntüleme • 7 gün 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
3:09

🚨 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

36,660 görüntüleme • 3 ay önce