Ross Gerber

Yevgeny Dibrov, CEO who sold Armis to ServiceNow to speed cybersecurity integration. Ross Gerber, investor and Tesla commentator weighing Tesla’s shift to robots and the robo-taxi race. Tomasz Tunguz, VC tracking cloud, earnings, and enterprise SaaS trends. They discuss a possible $60B+ investment in OpenAI, cloud capacity and compute pressures, robo-taxi economics, and why Armis chose acquisition over IPO.

Ross Gerber, CEO of Gerber Kawasaki, warns how AI tools are reshaping wealth management. Matt Schumer, GP at Schumer Capital, explains why recent model releases mark a true automation inflection. Anita Ramaswamy, financial columnist, makes the case that ServiceNow is undervalued. They discuss leadership churn at Musk companies, AI-driven advisor scaling, and shifts in software valuation and pricing models.

Ross Gerber, CEO of Gerber Kawasaki and Tesla investor, shares insights on Elon Musk's controversial $1 trillion pay package and the expectations riding on Musk for Tesla's stock. Rob O'Hare, CFO of Affirm, reveals the company's impressive 42% GMV growth while emphasizing their commitment to direct-to-consumer products and AI in lending. John Mern, CEO of Terra AI, discusses how AI is revolutionizing mineral discovery, faced with industry challenges. Natasha Mascarenhas analyzes the shifting landscape of venture capital and the emerging competition for Series A funding amid increased investor activity.

Ross Gerber, CEO of Gerber Kawasaki, offers market and SaaS investing perspective. Marc Boroditsky, Nebius CRO, discusses a $4B convertible raise and partnerships with Nvidia and Meta. Brit Morin, Offline Ventures co-founder, explores AI agents, creator economics, and consumer workflows. They dive into Meta’s rogue AI security scare, Nebius’s 2026 strategy, and SaaS debt drama in short, punchy conversations.

Ross Gerber, CEO of Gerber Kawasaki and expert on technology stocks, discusses critical trade probes affecting semiconductor imports and the potential tariffs initiated by the Trump administration. He highlights Nvidia's plans to expand its AI infrastructure in the U.S. and the significance of fast-tracked permits. The conversation also touches on Taiwan's collaboration with a U.S. satellite startup to prevent digital blackouts, emphasizing its implications for connectivity and the semiconductor industry amid geopolitical tensions.

Ian King, a Bloomberg reporter specializing in semiconductors, discusses the significance of Nvidia's H200 chip approval for China, highlighting its performance advantages for Chinese data centers. Mandeep Singh, an analyst, predicts a $25-30 billion market opportunity for the chip, while Ross Gerber, CEO of Gerber Kawasaki, shares insights on the competitive bidding wars for Warner Bros. He emphasizes potential antitrust risks for Netflix, reflecting on the broader implications for investors.

Ross Gerber, President and CEO of Gerber Kawasaki Wealth and Investment Management, shares insights on Tesla's impressive earnings, highlighting a demand rebound in electric vehicles. Co-host Ed Ludlow provides live market analysis, discussing the implications of Tesla's strategy to introduce affordable models while managing potential brand risks. They also tackle Elon Musk's political affiliations and how they may shape the company's reputation and innovation moving forward. The conversation wraps up with a look at investor sentiment and future growth prospects.

Joining the conversation are Brent Thill, Senior Technology Research Analyst at Jefferies, discussing IBM's strategic shift toward software; Katy Kaminski, Chief Research Strategist at Alpha Simplex Group, who provides insight into the bond market amidst economic fluctuations; and Ross Gerber, CEO of Gerber Kawasaki, sharing his thoughts on Tesla and the evolving EV market. They tackle topics like U.S.-China trade dynamics, the impact of tariffs on the economy, and Tesla's challenges against the backdrop of shifting public perceptions.

Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth, a high-profile asset manager and market commentator. He challenges Disney's valuation and lays out a plan to split parks, streaming and ESPN. He also critiques Elon Musk’s proposal to merge X, XAI and SpaceX and discusses why consolidation might be driven by funding needs.

This week features Josh Green, a national correspondent, who discusses the intersection of politics and tech in shaping voter perceptions. Craig Trudell and Ross Gerber provide insights on Tesla’s recent earnings and future challenges, while Gabby Coppola reveals BYD's rapid rise in the EV market. Keith Naughton highlights General Motors’ unexpected success, and Julie Smolanski shares Lifeway Foods' growth story. Young innovator Suresh Subash showcases his AI pesticide detector, underscoring the significance of mentorship in science.