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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...

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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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“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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169,944 Aufrufe • vor 4 Monaten

😳 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
3:29

😳 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

bg2clips

156,190 Aufrufe • vor 13 Tagen

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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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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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⬇️

Altimeter Capital

260,238 Aufrufe • vor 7 Monaten

💰 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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🚨 AI Panic: The Left’s latest DOOMSDAY scenario Brad Gerstner: “Jacob Coxon went into every living room in America… acted like what he was saying was grounded in scientific fact, which it wasn’t.” “We are already red teaming. We are already bringing a lot of safety to the table.” “Doing it from the position of scare tactics… is not a good start.”
1:26

🚨 AI Panic: The Left’s latest DOOMSDAY scenario Brad Gerstner: “Jacob Coxon went into every living room in America… acted like what he was saying was grounded in scientific fact, which it wasn’t.” “We are already red teaming. We are already bringing a lot of safety to the table.” “Doing it from the position of scare tactics… is not a good start.”

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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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Much-needed voice of reason from Brad Gerstner: "I don't think we've invested this much time and energy in safety before a new technology in my 25 years in Silicon Valley. And if you listen to the echo chamber this week, you would think that we were hurtling ahead, you know, with total disregard to safety. And it's simply not true."
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Much-needed voice of reason from Brad Gerstner: "I don't think we've invested this much time and energy in safety before a new technology in my 25 years in Silicon Valley. And if you listen to the echo chamber this week, you would think that we were hurtling ahead, you know, with total disregard to safety. And it's simply not true."

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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."
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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."

Rapid Response 47

191,763 Aufrufe • vor 2 Monaten

Brad Gerstner is an investor in Anthropic - an Anthropic researcher quit and warned this could kill everyone - Gerstner asked who is paying him this is him explaining where he thinks the money behind the panic comes from, what the government quietly did to a finished frontier model before anyone was allowed to touch it, and the mistake he says America already made once "who is behind all of this negativity? is it coordinated? where is the money coming from?" "we shut down 67 nuclear reactors. while China is building 100" Bookmark & watch it - then read the article below
12:58

Brad Gerstner is an investor in Anthropic - an Anthropic researcher quit and warned this could kill everyone - Gerstner asked who is paying him this is him explaining where he thinks the money behind the panic comes from, what the government quietly did to a finished frontier model before anyone was allowed to touch it, and the mistake he says America already made once "who is behind all of this negativity? is it coordinated? where is the money coming from?" "we shut down 67 nuclear reactors. while China is building 100" Bookmark & watch it - then read the article below

Сarm1ne

40,192 Aufrufe • vor 16 Tagen

AI isn’t a bubble — it’s a supercycle. Altimeter CEO Brad Gerstner joined Sara Eisen on CNBC’s Money Movers to unpack the OpenAI headlines, the AI infrastructure buildout, and what’s next for the market. Key takeaways from Brad: “We’re in a global AI race with China. This is like the Manhattan Project — a national and economic security imperative.” “We’ve lived through three supercycles — internet, social, mobile and cloud — and each ended up far bigger than we thought. AI will be no different.” “The market is on edge — it’s saying show us the money. But the trajectory is on pace for $100B+ in revenue by 2028.” AI is real. The opportunity is generational. We’re investing for the long term. 🎥 Watch the full Money Movers interview with Sara Eisen:
11:35

AI isn’t a bubble — it’s a supercycle. Altimeter CEO Brad Gerstner joined Sara Eisen on CNBC’s Money Movers to unpack the OpenAI headlines, the AI infrastructure buildout, and what’s next for the market. Key takeaways from Brad: “We’re in a global AI race with China. This is like the Manhattan Project — a national and economic security imperative.” “We’ve lived through three supercycles — internet, social, mobile and cloud — and each ended up far bigger than we thought. AI will be no different.” “The market is on edge — it’s saying show us the money. But the trajectory is on pace for $100B+ in revenue by 2028.” AI is real. The opportunity is generational. We’re investing for the long term. 🎥 Watch the full Money Movers interview with Sara Eisen:

Altimeter Capital

89,848 Aufrufe • vor 10 Monaten

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
2:52

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

Boring_Business

37,319 Aufrufe • vor 2 Monaten

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast
2:32

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast

KanekoaTheGreat

59,930 Aufrufe • vor 1 Monat

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 Aufrufe • vor 2 Monaten

The debate this week around the risks of safety and security with AI was the strongest we've seen. I happened to be in London earlier today and met with Karen Tso, Steve Sedgwick and Ben Boulos from CNBC. We discussed a range of issues including safety and security, margins for hyperscalers, durability of demand, slowing down AI, global coordination to handle security risks and more.
11:28

The debate this week around the risks of safety and security with AI was the strongest we've seen. I happened to be in London earlier today and met with Karen Tso, Steve Sedgwick and Ben Boulos from CNBC. We discussed a range of issues including safety and security, margins for hyperscalers, durability of demand, slowing down AI, global coordination to handle security risks and more.

Jeetu Patel

183,474 Aufrufe • vor 10 Tagen

📊 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.
3:43

📊 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.

bg2clips

33,836 Aufrufe • vor 10 Tagen

A disabled veteran and former FAA employee was just laid off by the Trump administration. Now he’s sharing his concerns. “The FAA is really already understaffed as it is. To cut people directly involved with safety, it’s concerning for public safety in our national airspace.”
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A disabled veteran and former FAA employee was just laid off by the Trump administration. Now he’s sharing his concerns. “The FAA is really already understaffed as it is. To cut people directly involved with safety, it’s concerning for public safety in our national airspace.”

Alexis Wainwright

34,494 Aufrufe • vor 1 Jahr