Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
All-In with Chamath, Jason, Sacks & Friedberg

Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

B2Upper-intermediateSeptember 17, 202618 min
  • Business & money

(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with...

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in the history of the country.

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Please welcome Brad Gerstner.

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0:00

Our favorite fifth bestie in the world, the one, the only, Brad Gershner from Altimeter. Brad has had an unbelievable career starting five companies, so he's got a very different mentality than your sort of classic hedge fund guy. He's an amazingly successful guy, and he's put up a tremendous amount of money.

0:20

Every child in America, all 70 million kids under the age of 18 deserve to have one of these accounts. There would not be a law if Brad Gerstner did not pursue it with absolute dogged determination. This is not a program. This is a platform. It is the largest unlock of direct philanthropy

0:40

in the history of the country. I think the antidote to more socialism is more capitalism. Please welcome Brad Gerstner. Wow.

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