Brad Gerstner

Brad Gerstner, founder and CEO of Altimeter Capital and architect of Invest America 'Trump accounts', joins to dissect the hottest headlines. They tackle newly released Epstein documents and tech figures, the dramatic SaaS selloff and whether AI kills software, the Moltbook agent chaos and safety questions, SpaceX merging with xAI and the implications, plus reactions to Trump picking Kevin Warsh for the Fed.

Brad Gerstner, Altimeter Capital founder and veteran tech investor, jumps into the AI power struggle. They dig into Anthropic’s blocked Mythos release, the fight over OpenClaw, and whether AI coding is becoming a winner-take-most market. Then they shift to Anthropic’s blistering $30B ramp, OpenAI’s wobble, and the Iran ceasefire, Israel’s influence, and market fallout.

Brad Gerstner, an investor, dives into the complex world of AI economics, highlighting OpenAI's spending concerns and revenue projections. He discusses the ramifications of recent comments from Sam Altman and the unsettling notion of a federal bailout. The conversation extends to the geopolitical AI landscape, with insights on China's advancements. On the political front, Gerstner tackles the rise of socialism in America, exemplified by Zohran Mamdani's victory, and how the GOP can reclaim the middle class through tangible policy reforms.

Brad Gerstner, Altimeter Capital founder and tech investor, joins for a fast-moving talk on the Iran war’s oil shock, escalation risks, Gulf off-ramps, and China’s role. Then it shifts to AI’s record revenue surge, why spending is exploding, the fight over open source, and how terrible messaging turned AI into a PR mess. It closes on millionaire taxes and wealth flight.

Brad Gerstner, founder and CEO of an investment firm, joins the conversation to dive into a range of hot topics. He discusses Trump's recent Gaza peace deal, highlighting the diplomatic pressure that led to this breakthrough. The talk shifts to the deployment of the National Guard in Chicago and its implications. Brad then analyzes OpenAI's strategic deal with AMD and explores concerns around the AI market's stability. Finally, he shares insights on the recent gold rally, tying it to geopolitical factors and investor behavior.

Brad Gerstner, investor and entrepreneur, joins to weigh market, cloud computing and policy angles. They unpack the SpaceX-Anthropic compute deal and its impact on hyperscalers. The conversation probes whether Anthropic could dominate and debates calls for an "FDA for AI." Trading strategies and the broader AI market boom round out the talk.

In this engaging discussion, guests Brad Gerstner, a venture capital expert, and Delian Asparouhov, a space innovation leader, delve into the future of advancing technology. They explore the revolutionary potential of hypersonic flight and the challenges of developing satellite manufacturing. Raycho Raychev shares insights on making space missions accessible, while Colton El-Habr discusses neurotechnology's role in physical rehabilitation. They candidly reflect on market trends, investment strategies, and the drive for innovative solutions in the tech landscape.

Brad Gerstner, founder of Altimeter Capital and advocate for the 'Trump accounts' program, discusses efforts to create custodial investment accounts for children. He explains how the initiative aims to introduce kids to compounding assets and private ownership. Also featured is Patrick Moorhead, who analyzes Amazon's new Tranium 3 AI chip, detailing its position in the AI chip race. The conversation touches on the expected impact of the program on lower-income families and its potential to foster a new generation of investors.

Brad Gerstner, Founder and CEO of Altimeter Capital, is a longtime investor focused on tech and markets. He talks about hyperscaler AI capex, why AI uncertainty is compressing software valuations, and which infrastructure names may win. Brief takes also cover NVIDIA’s platform edge, China competition, and the rollout and goals of the Invest America/Trump accounts.

Brad Gerstner, Founder and CEO of Altimeter Capital, talks market outlook and AI-focused investing. He discusses hyperscaler capex validating AI revenue, heavy allocations to compute and memory names, the competitive landscape between AI model makers, and why he rotated out of certain mega-caps. Also previews his plan for nationwide child investment accounts.