Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
YouTube · 332,088 viewsTranscript · 14 min readFree to read
Brad Gerstner: podcast interviews
19 episodes across Acquired, All-In; 19 with a transcript or in-depth read.
Episodes
Newest first
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
YouTube · 496,085 viewsTranscript · 65 min readFree to read
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
YouTube · 507,589 viewsTranscript · 86 min readFree to read
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
Transcript · 32 min readFree to read
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
YouTube · 146,171 viewsTranscript · 26 min readFree to read
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
YouTube · 506,483 viewsTranscript · 75 min readFree to read
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
YouTube · 477,374 viewsTranscript · 68 min readFree to read
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
YouTube · 609,533 viewsTranscript · 69 min readFree to read
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
YouTube · 613,491 viewsTranscript · 75 min readFree to read
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
YouTube · 358,998 viewsTranscript · 74 min readFree to read
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
YouTube · 308,204 viewsTranscript · 81 min readFree to read
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
YouTube · 404,664 viewsTranscript · 106 min readFree to read
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