Brad Gerstner
Founder, chairman and CEO of Altimeter Capital; co-host of BG2Pod
Founder, chairman and CEO of Altimeter Capital; co-host of BG2Pod
Every podcast episode featuring Brad Gerstner that Attunex has found: 142 interviews and appearances across 31 shows between 2016 and 2026. Most often on BG2Pod with Brad Gerstner and Bill Gurley (41), Halftime Report (31) and All-In with Chamath, Jason, Sacks & Friedberg (20). Often in conversation with Bill Gurley, Chamath Palihapitiya and David Sacks. Follow Brad in Attunex to get new appearances automatically, each with an on-device transcript and summary.
Follow Brad Gerstner in AttunexUpdated 2026-10-14.
Alex and Jordan distill Brad Gerstner's sharpest recent investment thinking on AI infrastructure, tech stocks, and where the value accrues — from the capex supercycle to CoreWeave, Nvidia, and the…
President Donald J. Trump's full remarks at a Trump Accounts announcement at the White House, where he announced that every eligible minor child in America has now been automatically enrolled in a…
Anthropic and OpenAI plan IPOs. Their leaders also warn of killer robots and ask Washington to regulate them. Peter Schweizer and Eric Eggers ask who profits from the rules. Investor Steve Eisman…
The All-In Summit returned to Los Angeles this year with one of its biggest lineups yet: Elon Musk, Jensen Huang, Satya Nadella, Gwynne Shotwell, Jared Isaacman, Brad Gerstner, Bill Gurley, Dina…
A room full of tech heavyweights turns the All-In Summit 2026 into a fast-moving referendum on AI, energy, health, and the future of power. In this condensed recap of Sourcery, host Molly O'Shea…
Scott Wapner and the Investment Committee react to Chinese President Xi's first U.S. state visit in eleven years. Halftime exclusive guest Altimeter Capital's Brad Gerstner joins from the White house…
Tony starts the final hour of the show joined with Altimeter Capital founder and CEO, Brad Gerstner, to talk about Trump accounts. See omnystudio.com/listener for privacy information.
Hour 3 Segment 1 Tony starts the final hour of the show joined with Altimeter Capital founder and CEO, Brad Gerstner , to talk about Trump accounts. Hour 3 Segment 2 Tony plays more from President…
Brad Gerstner, Founder of Invest America, on scaling Trump Accounts with Michael Dell: “We forecast that within the next 10 years, we will have $4 trillion in Trump Accounts.” “This is $4 trillion of…
A simple deposit could become a massive wealth-building engine for the next generation. In this condensed Sourcery recap, host Molly O'Shea talks with Brad Gerstner about Invest America, Trump…
(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…
Brad Gerstner & Jason Chang are trying to turn the $100 CAC heart scan into the “mammogram for the heart.”At the All-In Summit, Brad and Jason brought his mobile coronary artery calcium CT scanner to…
A simple $100 calcium CT scan could change how we catch heart disease before it turns deadly. In this condensed Sourcery summary, host Molly O'Shea sits down with Brad Gerstner, Jason Chang, and Rob…
Anthropic一名预训练研究员辞职警告AI可能带来灭绝级风险,引发20多位美国国会议员呼吁监管,也招来投资人对"政治议程"的质疑;Anthropic首席执行官阿莫代伊随后提出给AI发展"踩刹车"的三步方案,马斯克与奥特曼公开附和,奥特曼并借此宣布OpenAI年内不上市。 ## 本期信源 - NBC News,《An Anthropic safety researcher resigned…
Scott Wapner and the Investment Committee debate what a rate hike would mean for the rally and how you should trade it. Plus, Brad Gerstner, Founder and CEO of Altimeter Capital, joins us to discuss…
Brad Gerstner, Indiana’s venture capitalist and former state official, is turning childhood dreams into financial reality with Trump Accounts — the first federal child savings program in U.S.…
📝 本期播客简介 本期我们克隆了：知名播客 All-In Podcast Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI 原内容更新时间：2026-08-08 本期节目来自硅谷顶级科技投资播客《All-In…
(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?…
For most of human history, helping people in need has come down to two basic approaches: give them something or teach them something. One is fast but temporary. The other takes time but builds…
📋 本期信息 原始来源：《More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts》· All-In Podcast（第 280 期） 嘉宾：Chamath Palihapitiya、Brad Gerstner（Altimeter，客座主持）、Jason…
(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence…
AI, IPOs, and public policy collide in this fast-moving All In Podcast conversation with hosts Chamath Palihapitiya, Jason Calacanis, and David Sacks, with Brad Gerstner filling in for David…
On July 4th, the administration officially launched Trump Accounts, a new savings and investing vehicle for kids under 18 in the U.S. One of the orchestrators, Silicon Valley investor Brad Gerstner,…
The practical story today is scarcity. Scarce power for AI, scarce near-term chip supply, scarce float in a newly indexed mega-name, and scarce room for rates to fall if fiscal spending stays hot.…
Dagen er kommet: SpaceX går på børsen i, hvad der bliver verdens største IPO nogensinde - omkring tre gange så stor som Aramcos rekord og prissat til ~1,7 billioner dollars. Mads og Mathias forsøger…
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to react to the historic SpaceX IPO. They discuss what it means for the market and how…
📝 本期播客简介 本期我们克隆了：科技与市场圆桌播客《Bg2 Pod》 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang 原内容更新时间：2026-06-11 本期节目是一场信息密度极高的科技与资本市场讨论。主持人 Brad Gerstner 邀请…
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should…
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the…
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for…
Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into…
Group Chat News is back with the hottest stories of the week including Google's about to release 32 million genetically-modified mosquitoes in Florida — the boys break down why it's the worst PR move…
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…
(00:43) - Blue Origin Explosion (07:38) - Enterprise AI Hits Spending Limits (21:48) - Dinosaur Market Booms (29:13) - John Gruber, a prominent technology writer and podcaster, discusses the Ferrari…
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, joins CNBC's "Halftime Report” to talk everything from markets, tech and how to navigate…
Scott Wapner and the Investment Committee are joined by Brad Gerstner, Founder and CEO of Altimeter Capital, to discuss a multitude of topics ranging from the Cerebrus IPO, Nvidia and the future of…
Anthropic 正在成为人类历史上最强大的垄断企业，比当年的洛克菲勒还要狠。 本期聚焦 2026 年 5 月 9 日 All In 播客内容，拆解马斯克将全部 Colossus 1 数据中心租给 Anthropic 这一改写 AI 战争终局的重磅交易，剖析海外 AI 双寡头垄断形成的真相与 AI 监管的核心矛盾，独家加入中国视角对比中美产业差距给出普通人与中国企业的 AI 时代生存启示。…
📝 本期播客简介 本期我们克隆了全球顶尖的科技与商业播客《The All-In Podcast》。四位硅谷最敢说的投资人——Chamath Palihapitiya、David Sacks、Jason Calacanis 和 Brad Gerstner——围绕埃隆·马斯克将 xAI 算力租给 Anthropic 的重磅交易，展开了一场火花四溅的激辩。从 AI…
When chip factories meet political fear, the race for compute reshapes who wins in AI. This condensed take (original 2h30 → new 22 minutes) distills the All In Podcast panel—hosts Chamath…
00:00 Episode Overview 01:45 The "Culture" Problem 07:37 Brad Gerstner On AI Landscape 15:22 Dario's vs Jensen 21:20 Ackman On Zuckerberg 31:05 Fail Of The Week: NY Mayor vs Ken Griffin
Scott Wapner and the Investment Committee are joined live by Brad Gerstner, Founder and CEO of Altimeter Capital, to talk discuss where he sees the markets headed from here and how he's positioning…
拆解硅谷顶级投资人闭门对话，揭秘 Anthropic 如何 18 个月从0 干到 300 亿年营收反超 OpenAI，戳穿 Mythos 模型 "世界末日" 的营销真相，还原全球巨头联手绞杀开源 AI 代理的商业内幕，解读伊朗停火背后的权力博弈，全程加入中国视角与普通人可落地的观察建议。 【 内容来源引用 】本节目为 All in 播客 2026 年 4 月 11…
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw?…
A single AI demo can reshape safety, markets, and geopolitics — and this episode breaks down why. Original ~2 hours, condensed to ~15 minutes. Hosts Chamath Palihapitiya, Jason Calacanis, David…
(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle…
🎙️ 「油管解读」是我新开的一档节目 油管上有太多高质量的深度内容，但大多是英文的，动辄几小时，听起来费劲。所以我用 AI 把感兴趣的内容转成中文播客，方便自己通勤收听，也分享给你。 本期解读：All-In Podcast E215 All-In Podcast 是硅谷最火的科技商业播客，由 Chamath Palihapitiya、Jason Calacanis、David Sacks 和…
(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome…
Scott Wapner and the Investment Committee are live in Santa Clara outside Levi's Stadium ahead of the big game on Sunday. Altimeter Capital's Brad Gerstner joins us for the hour to discuss the tech &…
A big day in Washington D.C. as the Treasury Department hosts its "Trump Accounts Summit"... Where the President is slated to speak later this morning. Sara Eisen is live on the scene this hour -…
00:00 Preview 02:00 The Best Stock 17:08 Warner Bros Rejects Paramount, Again 19:00 Brad Gerstner on 2026 22:55 Palmer Luckey's Great Take 24:00 Trump Blocking Wall Street from Buying Homes 28:00…
Scott Wapner and the Investment Committee debate the Dow going for it's first 49k close and what it means for the market and your money. Plus, Brad Gerstner, founder, chairman, and CEO of Altimeter…
Ed Elson is joined by Patrick Moorhead, CEO and Chief Analyst of Moor Insights & Strategy, to break down Amazon’s new Tranium3 chip and what it means for the escalating AI chip race. Then Brad…
Michael and Susan Dell have gifted $6.5 billion to 25 million investment accounts for American children, adding momentum to the Invest America Act. Tech investor Brad Gerstner has long been a…
The biggest catalyst for both stocks and crypto is monetary policy and the Fed is expected to cut interest rates in December. Quantitative Tightening (QT) has officially ended, a process where the…
(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is…
Legendary Tech investor Brad Gerstner weighs in on the outlook for OpenAI and whether they can sustain the current levels of spending after CEO Sam Altman made news on Gerstner’s podcast earlier this…
AGENDA: 04:27 Navan's IPO: Winners, Losers and 20% Crater 12:55 Harvey Raises $150M at an $8BN Valuation 35:36 Was Sam Altman Wrong to Snap at Brad Gerstner 41:25 Why GOOG is a Buy and Amazon is a…
A quote on the “All Things AI” podcast caught caught my ear this morning: “Regarding the Colorado AI law, Altman stated ‘I literally don’t know what we’re supposed to do’” to comply, highlighting the…
📝 本期播客简介 本期我们克隆了知名科技商业播客 BG2，由资深主持人Brad深度对话两位科技巨头：OpenAI CEO Sam Altman和微软CEO Satya…
Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the…
In the latest corporate integration with OpenAI, consumers can now shop at Walmart directly through ChatGPT. Internet analyst Mark Mahaney discusses the impact of corporate and AI partnerships and…
Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPve Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the…
(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA,…
📝 本期播客简介 在BG2播客最新对话中，NVIDIA创始人兼CEO黄仁勋（Jensen Huang）与投资人布拉德·格斯特纳（Brad…
📝 本期播客简介 本期节目，英伟达创始人兼CEO黄仁勋（Jensen Huang）与知名投资人 Brad Gerstner…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the…
Scott Wapner and the Investment Committee debate the best strategy right now with Nvidia earnings in the rea-view mirror and stocks at record highs. Plus, Altimeter Capital's Brad Gerstner joins us…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons…
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner https://youtube.com/watch?v=9NtsnzRFJ_o&si=x-tVkgjvpG22I-RP
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super…
00:00 Introduction 02:50 Focusing On AI 05:00 ASML 08:20 Meta 09:26 Amazon 12:28 Intuit 14:40 Nvidia 15:50 Salesforce 19:10 Microsoft 19:50 Google 22:00 Oracle 23:03 Palantir 24:40 Brad Gerstner AI…
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss everything from the markets, to AI, to the future of his “Invest America” plan. Plus, the…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration…
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the overturning of the AI Diffusion Rule, Brad’s trip to the…
Senator Ted Cruz (R-Texas) is pitching a universal savings account starting at birth, and he has a partner in Silicon Valley: Altimeter’s Brad Gerstner. Gerstner is in Riyadh, Saudi Arabia, as the…
Scott Wapner and the Investment Committee debate the state of stocks as the S&P 500 goes for 10-straight days of gains. The experts detail their latest portfolio moves. Altimeter Capital Founder and…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG,…
Scott Wapner and the Investment Committee discuss the Trump tariff sell-off after a much worse than expected outcome. Plus, Josh Brown is buying a stock amidst the sea of red in the market, he breaks…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG,…
As markets react sharply to President Trump’s 25% tariffs on steel and aluminum , Altimeter Capital CEO Brad Gerstner weighs in on the escalating market turmoil and the broader implications of…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests, Trump tariffs, open…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Brad’s public market predictions, AI enthusiasm and fears,…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming…
Jon Hartley and Brad Gerstner discuss Brad’s career, free markets, investing in technology, industrial policy, the CHIPS and Science Act, and baby equity investment accounts. Recorded on November 1,…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws, the future of inference, AI memory and…
Scott Wapner and the Investment Committee are joined by Altimeter Capital Founder and CEO Brad Gerstner to talk about his latest portfolio moves, Nvidia earnings, the markets and more. Plus,…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence,…
Today's is Brad Gerstner, founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm that invests in both public and private markets. In today's episode, Brad…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and…
Altimeter’s Brad Gerstner joins Scott Wapner live from Goldman Sachs’ Communacopia conference talking all things tech. Plus, New York Life Investments’ Lauren Goodwin and Jason Snipe of Odyssey react…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they sit down with Maureen Zawalick (Vice President at Diablo Canyon Power…
Scott and Ed open the show by discussing the state of the US economy, how the markets reacted to Nvidia’s earnings, and OpenAI’s latest funding round. Then Brad Gerstner, founder, chair, and CEO of…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling,…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they recap Coatue Conference and discuss Elon’s pay package, Tesla's…
Scott Wapner and the Investment Committee discuss Apple’s latest salvo in the AI arms race and what it could mean for the tech trade. Plus, Altimeter Capital’s Brad Gerstner joins us to discuss the…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss OpenAI ChatGPT-4o, Astra, Consumer AI, Enterprise AI, China…
Scott Wapner and the Investment Committee discuss the state of the growth trade, with Bill Baruch calling in to talk about his latest trade in the space. Plus, Altimeter Capital Founder & CEO Brad…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Head of Groq Cloud) they discuss AI Models, Data…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss The Great IPO Debate, Tesla Robotaxi vs. Uber, and a Tech…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and…
Scott Wapner and the Investment Committee debate how long the rally can last. Altimeter Capital Founder & CEO Brad Gerstner joins to discuss all things tech and his Invest America CEO Council. The…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com & Managing Partner of…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving V12 and imitation learning, AI…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big…
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software…
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to discuss Meta’s big move higher. It’s up 267% since Brad sent his letter to Facebook. Plus, Amazon and…
The S&P and Dow setting new record closes after the Treasury announced its latest refunding plans. And with $10.5 trillion in market cap set to report this week, we’ve got the breakdown of what to…
The rumors were true. Enjoy another Episode of Bg2. ____________________________________ (0:00) Introduction and discussion on current market trends (3:12) Main topic: AI and its recent surge in…
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Scott Wapner and the investment committee discuss the best month for stocks in nearly a year and a half. Altimeter Capital Founder and CEO Brad Gerstner joins to discuss technology, AI and the year…
Bloomberg Radio host Barry Ritholtz speaks with Brad Gerstner, founder and CEO of Altimeter Capital, a technology-focused investment firm, which has about $8 billion in assets under management.…
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We're thrilled to bring on Brad Gerstner , Founder and CEO of Altimeter…
Elad and Brad talk: - Brad's story - Private company valuations - 2008 Tech / VC - Altimeter Capital - Investing in AI - OpenAI - InvestAmerica and more.
Our teacher today is Brad Gerstner, founder of Altimeter Capital. Brad is an exceptional investor and gifted teacher with a unique ability to distill complex ideas into clear, qualitative insights.…
After testifying before the Senate Judiciary Committee, former Facebook employee and former Instagram consultant Arturo Béjar joins Joe Kernen, Becky Quick, and Andrew Ross Sorkin to discuss his…
Scott Wapner and the investment committee discuss the good, the bad and the ugly of this market. Halftime headliner, Altimeter Capital's Brad Gerstner, joins us to talk Meta and the state of tech.…
Nearly half of all Americans don't have investment accounts. Financial literacy is the exception, not the norm, in most households. Is it no wonder that so many young Americans distrust capitalism…
Today on the show, we play a rousing session from the recent 10th Annual Skift Global Forum that was held in New York City late last month. The session, titled "Travel's Future as AI Reshapes The…
U.S. equities plunge in September as Fed rate concerns prompt a global sell-off. Speaking at CNBC’s Delivering Alpha conference, billionaire hedge fund manager Bill Ackman says he would not be…
Scott Wapner and the investment committee debate the road ahead as we close out the worst month of the year for stocks. The chart of the day is Nike, on pace for its best day of the year. The panel…
(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A's (33:43) Dry powder misconceptions, marking…
As we look ahead to the landmark 10th Skift Global Forum happening this September in New York City, today we take a look back at a panel session from Skift Global Forum 2016 correctly billed as…
(0:00) We hacked the pod! Jcal is on vaca (5:34) Meta launches Threads (17:15) Chat AI interest in decline? (28:36) Fed meeting minutes, economic data and outlook, and EU risk (56:07) Florida Senate…
(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on…
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Scott Wapner and the Investment Committee discuss the state of stock as a new month begins and a big week gets underway. Plus Brad Gerstner joins us to talk Meta, Alphabet, AI and more. And later,…
Softbank’s chip designer Arm has confidentially filed to go public, seeking a valuation of $30 billion to $70 billion in what is shaping up to be the biggest IPO of the year. Could it be the key to…
First Republic became the third bank to fail since March, but will it be the last? Charlie Munger is warning about cracks in commercial real estate – we’ll look ahead to three big names ahead of…
Scott Wapner and the Investment Committee discuss the Silicon Valley Bank failure and its implications on the markets, the Fed and your money. Also, reaction and insight with two Halftime exclusive…
Why are tech companies doing multiple rounds of layoffs? Meta reportedly the latest. Investor Brad Gerstner told CNBC today: “This is a re-founding moment for Zuckerberg akin to Jobs coming back to…
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings,…
The biggest earnings night of the season is upon us with Apple, Amazon, and Alphabet all reporting. Scott Wapner and the Investment Committee are joined by super investor Brad Gerstner to debate what…
Brad Gerstner of Altimeter Capital joins Molly and Jason for an epic Friday show. They chop it up about the state of the economy, what it actually means to be founder friendly and discuss which big…
The rally taking a bit of a pause today after the big post-Powell pop. Altimeter’s Brad Gerstner gives his take and explains how he is positioning his portfolio. Plus, Larry Cordisco breaks down the…
Chris Sacca is the Founder and Chairman @ Lowercase Capital, one of the best performing funds in the history of venture capital with a portfolio including Uber, Stripe, Twitter, Instagram, Twilio,…
J+M cover Brad Gerstner's letter to Zuck and three-point plan to boost Meta's FCF 2x (7:04), an NFT project located at the Fyre Fest island (33:19), and a hit piece on Divvy Homes and its CEO, Adena…
Scott Wapner and the Investment Committee discuss this huge week of earnings and what it means for stocks. Plus, Brad Gerstner of Altimeter Capital sends an open letter to Mark Zuckerberg about…
After the best week for stocks since June, Carl Quintanilla, Jim Cramer and David Faber discussed a tale of two markets: The major indices look to extend Friday's rally as we begin a big week for…
(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting…
Brad Gerstner is the Founder and CEO of Altimeter, a life-cycle technology investment firm that manages public and private portfolios. Brad has personally participated in more than 100 IPOs as a…
Scott Wapner and the Investment Committee debate whether a big market decline is coming. Altimeter Capital’s Brad Gerstner joins us to weigh in on where the tech wreck goes from here and reveal his…
Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation, and geopolitical conflicts. In this special series, Exchanges at Goldman…
0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after…
This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Bill Gurley & Brad…
Scott Wapner and the Investment Committee debate whether the correction has run its course and the bottom is in. Plus, Alitmeter Capital’s Brad Gerstner joins us to discuss everything from the Fed,…
0:00 Bestie Guestie Brad Gerstner is filling in for Friedberg 1:34 Understanding public SaaS and Internet multiples, Instacart's cuts its valuation by 40%, understanding reality of overvalued…
We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston…
The Nasdaq Composite closed lower for the 7th session in 8. Satori Fund’s Dan Niles and BMO Capital’s Brian Belski tackle the “Talk of the Tape.” Plus, tech investor Brad Gerstner from Altimeter…
Scott Wapner and the Investment Committee are joined today by Fundstrat’s Tom Lee to discuss what’s next for stocks after the Fed doubles down on taper. Plus, Altimeter Capital’s Brad Gerstner weighs…
Scott Wapner and the Investment Committee discuss the continued rally in stocks and whether they see any road blocks ahead. Plus, Altimeter Capital’s Brad Gerstner, Blackrock’s Rick Rieder, and…
Crossover technology investor Brad Gerstner discussed Altimeter Capital taking Grab public in the largest SPAC ever (38:55), why the IPO process is broken and how to fix it (12:55), and the…
Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap Follow the pod:…
As concerns over the J&J vaccine hits some stocks, others near record highs, Scott Wapner and the Investment Committee weigh in on what it could mean for this record run. Plus, Altimeter Capital’s…
When Brad Gerstner, a “simple kid from Indiana” set out to build a brand-new investment firm in the swirl of the 2008 financial crisis, his friends and advisors told him he was nuts. But that…
Scott Wapner and the Investment Committee are joined by Altimeter Capital’s Brad Gerstner to talk about the highly anticipated Roblox Direct Listing, as well as Big Tech, and where the market goes…
Scott Wapner and the Investment Committee debate whether the growth trade is back and how you should play it. Plus, we are joined by Brad Gerstner of Altimeter Capital to discuss the SEC’s approval…
After Monday’s monster rally, Scott Wapner and the Investment Committee debate where your money will work best in the weeks and months ahead. We’re joined by special guest Brad Gerstner, founder and…
Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod…
My guests today are Rich Barton and Brad Gerstner. Brad is the founder of Altimeter Capital and is one of my favorite active investors. Brad and Altimeter were one of the largest investors in…
Scott Wapner is joined by a star-studded lineup to tackle the issues of diversity in America’s boardroom/ Altimeter’s Brad Gerstner, Merck’s CEO, Zillow CEO, United Airlines’ Oscar Munoz and more.…
My guest today is Brad Gerstner, the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. Brad and his team are known for a deep expertise in…
On this episode of the Skift podcast, we're talking to some of the biggest names in online travel: Dara Khosrowshahi, CEO of Expedia Inc.; Jay Walker, founder of Priceline; Brad Gerstner, founder and…