Brad Gerstner

2 gigs to 20 gigs. Massive unmet demand means revs approximately correlated to power & compute? @gdb 📈

Nothing has failed & to set the record straight - both @cerebras and @GroqInc have record revenues & both just raised huge up rounds bc while true that @nvidia will remain the backbone of global AI infra - specialty infra in a multi trillion market is still huge biz. 🚀

@sriramk 💯💯

Agentic commerce will be so natural it will feel like it always existed. My GPT will buy my black T-shirts, book my hotel rooms & give me an awesome feed of product ideas. Like the perfect assistant - never fill out a web order form again.

All kids under age 18 are eligible to open an Invest America / Trump Account & all kids under 2 (born after Jan 1, 2025) will automatically receive a $1000 kickstart from the Treasury. Sign ups will begin soon & accounts will be funded / launched next June / July. 🇺🇸🚀 There are advantages over 529 & custodial accounts including more tax deductible contributions, lower fees, company matching for a huge number of companies & growing, and many other “matching” and philanthropic contributions that will be announced soon. The goal is that all kids born after July 4, 2026 will be as close to “automatically” enrolled as possible…

Pod Up. Pure Jensen. Listen twice at 1.5x - lots of nuance in the words that matter. 🇺🇸

A couple hour $NVDA banger dropping today or tomorrow. From the OpenAI deal (yes including bubbles & round tripping) to ASICS TPUs & competitive moats, to export controls & competing w China, to H1Bs the America Dream & Invest America and yes Elon too. 🇺🇸🫡 @BG2Pod https://t.co/wGzYJzOSEi

Starting in 2026, every child will share in the upside of American capitalism with a private acct invested in the S&P 500. The Invest America Act / Trump Accounts make this Buffett dream a reality. @InvestAmerica24 🇺🇸🚀💪

America is building again! Federal & State regulatory relief + capital reserve relief at banks + accelerated depreciation +massive AI investment cycle + onnshoring critical natl sectors = massive industrial revival. 🇺🇸🫡🚀

Backing @ScottWu46 & team as angel investor was an easy decision. From poker games at the team house to $10 B. Silicon Valley never stops or ceases to amaze! 🫡🚀

China. China. China. Gurley goes back to China & we break down @danwwang new book Breakneck - what China’s innovation surge can teach us about accelerating the US! @bgurley 🇺🇸🚀

Now is a critical time for the US gov’t to ACCELERATE & US AI companies to rapidly expand & compete around the world - including Nvidia chips in China. Ceding China and its massive AI ecosystem to Huawei & dragging our feet on licenses will only hand more market share to the China AI stack (Huawei + CloudMatrix + DeepSeek/Qwen) around the world. 🇺🇸🚀

Making our critical supply chains - especially rare earth magnets - more resilient is grt for our economy & our natl security. Time to build & scale! Agreed @packyM! @VulcanElements 🇺🇸🚀

@martin_casado Being non-consensus and wrong is no consolation. The 5-6 most consensus tech stocks in the market have been the best bet for the last decade. Plenty of managers looked instead for the diamond in the rough & got crushed…

As inference exploded & compute remained constrained, specialized inference clouds (w varying degrees of price / speed advantages) are quickly becoming at-scale compliments to huge NVDA clusters. @cerebras is helping lead the way. 💥🚀

3 yrs since launch of ChatGPT & OpenAI may hit $500 B. Google hit $500 B in 2016 w ~ $90 B revs, $20 B net income. Meta in 2023 w ~ $135 B revs, $39 B net income. Huge future expectations. 📈🧐 https://t.co/0lxkdyXGj1 Another way to look at this - it took Google & Meta ~ 15 yrs to get to $100 B in revs. OpenAI forecast by many to hit $100 B in 6-7 yrs post launch of ChatGPT. AI super-cycle revenues growing way faster than internet or mobile. 🚀

Rare-earth magnets are critical to AI, defense, robotics, autonomy & electrification. Even as we sign trade agreements w our partners it remains essential and a huge opportunity to make our supply chains far more resilient. 🇺🇸🚀 @_JohnMaslin @ekriessmann @VulcanElements

AI enhanced growth. ☁️☁️

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The Balanced Budget Amendment ia a moonshot worthy of @elonmusk investment & efforts. Lots of us would be excited to partner to make this happen. Seems much higher ROI than the distraction of a 3rd political party. 🇺🇸🇺🇸

Thousands of testimonials just like this on X over the last 2 years. No upside to being a skeptic. Nearly 1 M preventable deaths from heart disease every year - get the scan - don’t become a statistic.🤍🙏

Heart disease is the #1 killer. Tracking cholesterol does NOT reduce your risk. Make the Calcium CT Scan the standard of care for everyone over 35. $150 & 15 mins. We started the Center for Heart Attack Prevention as a Calcium CT moonshot that can save 100k lives per year! 🤍 https://t.co/7rJlbbTV26

Innovation compounds & accelerates. AI steepens the curve. @BG2Pod 🚀 https://t.co/h6o5KGWrxg

Protecting Huawei from competition in their home market doesn’t make sense & isn’t working. It just makes it harder for the American AI stack to win the world. As with the Internet, allowing $NVDA to compete in China increases the odds American AI wins around the world. 🇺🇸🚀 https://t.co/lNHJ9IRzFX

Pod Alert! Deep dive into AI productivity & compute - spoiler, @MichaelDell doesn’t see a bubble & thinks AI way bigger tailwind than the internet. 💥💥

Strong agree Sam - don’t attack the system - evolve the social contract. The Invest America Act is now law & will make every child an owner & compounder in the upside of AI & the American economy from birth! 🇺🇸🇺🇸🚀 @InvestAmerica24

Nobody could ask for a better Partner & friend - the Invest America Act would not have happened without Michael & Susan Dell pushing to get it over the line. Can’t wait for the announcements we have lined up that will show America just how transformative this will be! 🇺🇸🤍🙏🚀

The INVEST AMERICA ACT. Passed July 4, 2025. Accounts established & funded July 4, 2026. Because every child deserves to share in the upside of America. Happy birthday America! Never perfect. Always rising. https://t.co/IMngzhZZt9

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$150, 10 min Calcium CT scan saves another life. Highest ROI - preventing the #1 killer for men & women over 35. Great thread on avoiding death & more importantly - living life! Thx for sharing! 🤍🤍🤍 Some point out that an angiogram would pick up soft plaques that the Calcium CT misses. True but costs much more (~$2500) & more invasive - which is why not as good as candidate for mass screenings. As this post shows getting more people to take the Calcium CT is a better answer than getting a few people to take the angiogram. 🙏👊