Where Brad Gerstner Is Investing Billions
This is our full conversation with Brad Gerstner, recorded live on TBPN. We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI infrastructure buildout, why America must continue investing in data centers and compute capacity…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
Similar episodes from other shows
More like TBPN →
57%Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack
20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more
The Reality of AI Economics With Paul Kedrosky
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.