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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...

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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
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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

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Brad Gerstner (Brad Gerstner) joined CNBC’s Halftime Report with Scott Wapner (Scott) to address the software selloff. In a moment of “exponential change,” investors say “fog of war” and put application software in the “too hard bucket” — not because they’re “missing earnings or revenue today,” but because future free cash flows are harder to predict. Watch the conversation⬇️
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Brad Gerstner (Brad Gerstner) joined CNBC’s Halftime Report with Scott Wapner (Scott) to address the software selloff. In a moment of “exponential change,” investors say “fog of war” and put application software in the “too hard bucket” — not because they’re “missing earnings or revenue today,” but because future free cash flows are harder to predict. Watch the conversation⬇️

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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.”
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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.”

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Scott Wapner (Scott Wapner) opened by asking Brad Gerstner (Brad Gerstner) about the week's AI safety debate. Brad said the conversation is a decade old, nothing in it was new, and the coverage ignored the guardrails already in place. "I've not talked to a single person in AI who says full steam ahead, disregard safety. It turns out we all care about kids." On what is already happening: lab safety systems built with serious money and compute, deep coordination with national security, and public transparency reporting.
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Scott Wapner (Scott Wapner) opened by asking Brad Gerstner (Brad Gerstner) about the week's AI safety debate. Brad said the conversation is a decade old, nothing in it was new, and the coverage ignored the guardrails already in place. "I've not talked to a single person in AI who says full steam ahead, disregard safety. It turns out we all care about kids." On what is already happening: lab safety systems built with serious money and compute, deep coordination with national security, and public transparency reporting.

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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
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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

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Scott Wapner (Scott Wapner) pointed to AI leaders publicly warning about the technology they are building. Brad Gerstner (Brad Gerstner) said that is the point, and it started a decade ago. "America's leaders, starting with Elon Musk back in 2016, said this will be the most positive thing we can ever build for humanity, but we have to do it safely. We've been having this conversation in Silicon Valley for a decade."
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Scott Wapner (Scott Wapner) pointed to AI leaders publicly warning about the technology they are building. Brad Gerstner (Brad Gerstner) said that is the point, and it started a decade ago. "America's leaders, starting with Elon Musk back in 2016, said this will be the most positive thing we can ever build for humanity, but we have to do it safely. We've been having this conversation in Silicon Valley for a decade."

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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
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Brad Gerstner said the quiet part out loud when it comes to ROI on AI spending and what bears are missing about adoption As of today, the big impact and ROI from AI has been on the cost side of the equation, which has come primarily through headcount reductions and efficiencies Brad believes that we are on the cusp of breakthroughs that will change the revenue side of the equation as well Once that takes place, AI platforms such as Anthropic become mission critical for its customers, where you cannot rip it out of your enterprise even if you wanted to Jensen Huang has famously said that all new chip production design at NVIDIA is now happening with the help of AI. In some sense, we already have the futuristic recursive loop of "the machine building the machine." Brad goes on to predict that if Anthropic can end 2026 at a $100B run-rate, there is very real possibility that they will 3-5x again to $300-500 billion in revenue We have never seen anything like this in history
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Brad Gerstner said the quiet part out loud when it comes to ROI on AI spending and what bears are missing about adoption As of today, the big impact and ROI from AI has been on the cost side of the equation, which has come primarily through headcount reductions and efficiencies Brad believes that we are on the cusp of breakthroughs that will change the revenue side of the equation as well Once that takes place, AI platforms such as Anthropic become mission critical for its customers, where you cannot rip it out of your enterprise even if you wanted to Jensen Huang has famously said that all new chip production design at NVIDIA is now happening with the help of AI. In some sense, we already have the futuristic recursive loop of "the machine building the machine." Brad goes on to predict that if Anthropic can end 2026 at a $100B run-rate, there is very real possibility that they will 3-5x again to $300-500 billion in revenue We have never seen anything like this in history

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NEW: Brad Gerstner (Brad Gerstner), Founder of Invest America, on scaling Trump Accounts w/ Michael Dell (Michael Dell 🇺🇸): “We forecast that within the next 10 years, we will have $4 trillion in Trump Accounts.” “This is $4 trillion of wealth transfer to kids who would've otherwise had zero, who feel like they're totally out of the game.” Stats: › 70M U.S. kids under 18 is the goal › $6.25B committed by Michael & Susan Dell to fund $250 investment account deposits for 25 million U.S. children aged 10 & under › Up to $100M personally pledged by Brad for children in Indiana › $4T in Trump Accounts within 10 years, Brad forecasts › $1,000 federal seed for eligible newborns 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Putting $150 Into a Trump Account (02:53) How Trump Accounts Work (03:08) Building Invest America (03:25) Scaling From 9M to 70M Accounts (03:43) Brad Gerstner & Michael Dell’s Contributions (04:01) Forecasting $4T in Trump Accounts (05:06) From Idea to Federal Law (05:25) The “IPO” & Scaling to 70M Accounts (06:31) Teaching 750K Kids Financial Literacy (07:12) The Power of Compounding (07:51) The Pushback on Trump Accounts (08:07) Bipartisan Support (08:47) Taking the Idea to President Trump (09:21) “The Giving Pledge 2.0” (10:22) Brad’s AI Safety Take (10:40) Elon, Dario & Jensen on AI Risk (11:14) A New Consensus on AI Safety (11:31) China & AI Peer Review (11:48) Finding the “Commonsensical Middle Way”
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NEW: Brad Gerstner (Brad Gerstner), Founder of Invest America, on scaling Trump Accounts w/ Michael Dell (Michael Dell 🇺🇸): “We forecast that within the next 10 years, we will have $4 trillion in Trump Accounts.” “This is $4 trillion of wealth transfer to kids who would've otherwise had zero, who feel like they're totally out of the game.” Stats: › 70M U.S. kids under 18 is the goal › $6.25B committed by Michael & Susan Dell to fund $250 investment account deposits for 25 million U.S. children aged 10 & under › Up to $100M personally pledged by Brad for children in Indiana › $4T in Trump Accounts within 10 years, Brad forecasts › $1,000 federal seed for eligible newborns 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Putting $150 Into a Trump Account (02:53) How Trump Accounts Work (03:08) Building Invest America (03:25) Scaling From 9M to 70M Accounts (03:43) Brad Gerstner & Michael Dell’s Contributions (04:01) Forecasting $4T in Trump Accounts (05:06) From Idea to Federal Law (05:25) The “IPO” & Scaling to 70M Accounts (06:31) Teaching 750K Kids Financial Literacy (07:12) The Power of Compounding (07:51) The Pushback on Trump Accounts (08:07) Bipartisan Support (08:47) Taking the Idea to President Trump (09:21) “The Giving Pledge 2.0” (10:22) Brad’s AI Safety Take (10:40) Elon, Dario & Jensen on AI Risk (11:14) A New Consensus on AI Safety (11:31) China & AI Peer Review (11:48) Finding the “Commonsensical Middle Way”

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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
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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

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"Who is behind all of this negativity? Is it coordinated? Where is the money coming from? The Economist is out with a story just this week that, despite all the doomers, who said 10% of all jobs would have gone away by now, in fact, AI has created a million new jobs in America. We learn that all of this catastrophizing about data centers may, in fact, have had support from the CCP. So I want a little investigation. Who is behind all of this negativity? Is it coordinated? Where is the money coming from?" - Brad Gerstner (Brad Gerstner ), Founder and CEO of Altimeter Capital on CNBC Television ---- From "CNBC Television" YouTube channel, (full video link in comment)
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"Who is behind all of this negativity? Is it coordinated? Where is the money coming from? The Economist is out with a story just this week that, despite all the doomers, who said 10% of all jobs would have gone away by now, in fact, AI has created a million new jobs in America. We learn that all of this catastrophizing about data centers may, in fact, have had support from the CCP. So I want a little investigation. Who is behind all of this negativity? Is it coordinated? Where is the money coming from?" - Brad Gerstner (Brad Gerstner ), Founder and CEO of Altimeter Capital on CNBC Television ---- From "CNBC Television" YouTube channel, (full video link in comment)

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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.
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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.

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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.”
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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.”

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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!
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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!

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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.”
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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.”

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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.”
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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.”

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Today, NVIDIA is widely recognized as the most consequential technology company in the world. But when Founder and CEO Jensen Huang hatched the idea more than three decades ago, it was viewed as little more than an incredibly risky bet on a new approach to computing. How did Huang, an immigrant from working class roots in Taiwan, build this company into what it is today? In the first installment of the Hoover Institution's Only in America series, Condoleezza Rice sits down with Huang to explore why his rise—and that of NVIDIA—couldn't have happened anywhere else. 04:42 Jensen Huang's journey to the US 07:54 Jensen's experience at boarding school in Kentucky 14:23 How Jensen came to Silicon Valley 17:23 Founding NVIDIA 23:40 The evolution and growth of NVIDIA 27:08 Sustaining motivation amid challenges 29:01 America's exceptional tech sector 32:28 Why Huang is a "cautious optimist" on AI 35:10 Jensen Huang's Only in America story
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Today, NVIDIA is widely recognized as the most consequential technology company in the world. But when Founder and CEO Jensen Huang hatched the idea more than three decades ago, it was viewed as little more than an incredibly risky bet on a new approach to computing. How did Huang, an immigrant from working class roots in Taiwan, build this company into what it is today? In the first installment of the Hoover Institution's Only in America series, Condoleezza Rice sits down with Huang to explore why his rise—and that of NVIDIA—couldn't have happened anywhere else. 04:42 Jensen Huang's journey to the US 07:54 Jensen's experience at boarding school in Kentucky 14:23 How Jensen came to Silicon Valley 17:23 Founding NVIDIA 23:40 The evolution and growth of NVIDIA 27:08 Sustaining motivation amid challenges 29:01 America's exceptional tech sector 32:28 Why Huang is a "cautious optimist" on AI 35:10 Jensen Huang's Only in America story

Hoover Institution

122,971 Aufrufe • vor 3 Monaten