Brad Gerstner

@Kartiktweet 🙏

Vix spiking. Highest fear level since covid. Now things start to break. The danger w shock therapy approaches in complex systems - it’s impossible to model the negative reflexivity. Time to make some deals & move on before we cause a recession & lose support for tax reform.😮📉 https://t.co/xJ20N6nj3c

@versquared @BG2Pod @bgurley @JamesSurowiecki 🫡👍

The pod is up! Liberation or Destruction? Free trade is good. Making it more fair & lowering global tariffs through tough negotiation as the President promised is even better. But old fashioned trade wars & protectionism is bad. We have work to do! 🇺🇸🫡

After being hedged up in public funds as discussed on @BG2Pod on Feb 5, will be updating our post Liberation Day thoughts tomorrow on @CNBC. Tariffs $600 B or $200 B? Risk of earnings misses / growth stalling? AI demand? Etc.. 👊💥

US natl and economic security rely on our leadership in AI. We need more energy & compute. And we need to allow our chips & open source models to compete around the world to avoid a Chinese AI belt & road. Time to de-regulate, build & accelerate! 🇺🇸🚀

Tesla FSD is pure magic and transformed how I drive! All this mis-directed hate toward @Tesla & @elonmusk sadly obscures the fact that FSD makes humans more productive, more safe & happier! Mobility will change more in the next 2 years than in the last 100! 🇺🇸🚀🫡@jimcramer

Open models will drive innovation, elevate America & advance humanity. Great to see @OpenAI engaging with devs to build powerful open source models - while at the same time building the most widely used global applications / services for consumers & business. 🇺🇸🫡

The Trump economic detox correctly reduces gov’t spending & re-balances U.S. trade BUT CEOs are worried about economic shock therapy that causes massive uncertainty & risks recession. $1 T tariffs + $1 T budget cuts in 2025/2026 will send markets / economy lower. 🇺🇸🫡 https://t.co/uqJwsfdAya

As public markets got over regulated - private markets stepped up. Now a quasi-public, late-stage market exists with massive liquidity & financing rounds that look like private IPOs. OpenAI, SpaceX, Databricks, etc. Grt for late stage firms - bad for retail investors. 🎯📈

Inference demand is exploding - Jensen says about to 1 billion X as the result of agents & reasoning models. The new hot thing - dedicated, at scale inference clouds with custom silicon to help the largest consumers of tokens help meet that demand - fast & cheap. 🇺🇸🔥

Bizarre how the GPU doomers all somehow understand “true demand” better than the companies who all have a massive compute shortage, are “melting down their GPUs”, and scrambling to find supply! 🤣🚀

Lets make sure a portion of this giant wealth transfer benefits all kids by establishing a natl infrastructure for savings & investment with a private investment acct for every child at birth with @InvestAmerica24 so that parents & philanthropists can easily contribute $$. 🇺🇸🚀

ERR (experimental runrate revenue) versus ARR (annually recurring revenue). The first is a promotion likely to go away (no valuation multiple) and the other is truly a sticky, high margin subscription (high multiple). Failure to know the difference in software is DEADLY! 🧐💥

Too many recent tragic reports about preventable heart attack deaths. Including a young, athletic, SF legend - where his courageous wife told the legions of friends gathered that he would still be alive had he had a Calcium CT - and urged all to get one. You should too! 🤍🙏

Peter - 100% true! We are launching a major effort to change the de facto standard of care to cheap, widespread Calcium CT screening - the mammogram for the heart. Our goal - reduce heart attack deaths by 100k per year within 7 yrs & save $100B in related costs! DM me. 🤍🚀

Great summary & great explanation of Trump economic plan by @SecScottBessent. 🇺🇸

Poker night pod drop. M&A on fire, AI model economics, China, market uncertainty - we chop it all up. 💥🫡

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As said on @CNBC last week - the M&A freeze is over. Google announces $32 B all cash deal. Congrats team @wiz_io & @assaf_rappaport 🚀 https://t.co/W7nqojZRjI

$1000 in the S&P 500 from birth owned by each child that grows as moms, dads & companies add $$ and compounds as the US economy grows! @InvestAmerica24 aligns every citizen w capitalism, shrinks the wealth gap & gives hope to every kid. 🇺🇸🚀@andrewschulz @theallinpod @Jason https://t.co/AiQt6xolxk

Software multiples. Markets continuing to discount uncertainty. Economic, political, technological.

Fun, fast hour on @SquawkCNBC w @BeckyQuick, @JoeSquawk, @andrewrsorkin & @SpeakerJohnson 🇺🇸💥 https://t.co/GWxoaO3g1V

Backfire. The more we restrict, the faster the Chinese develop a world class domestic supply chain for AI chips. The US Diffusion regulation will lead to a @Huawei belt & road. We must instead accelerate our own race. LFG! 🇺🇸🚀

Amazing Blake! We now have companies employing millions of American families - from @Uber to @Dell, @TMobile to @Oracle - that have agreed to put matching $$ in the accts if we set this up! Awesome to add @boomsupersonic & with the President’s support the sky is the limit! 🚀🚀🇺🇸🇺🇸

Downsize Washington and upsize every new citizen & family in America. 🇺🇸🚀

Congrats Scott Kirby & @elonmusk for improving the lives of ~ 200 million passengers every yr on United. Moms & dads can now stay in better touch with their families. May seem small but human economic productivity is measured in minutes & this is a game changer. 🚀🇺🇸 @barneyh

Congrats! Great balance. Building a natl strategic reserve of forfeited digital assets and a commitment that the US Gov’t will not be in the biz of crypto speculation. 💥🇺🇸

Happy Saturday pod! 🚀@bgurley

Had a great dinner w Terry Grossman last night. We violently agreed on two things - in the year 2025 NOBODY should be dying from a heart attack. A Calcium CT scan should be mandatory over 35 - simple, cheap exam to avoid the # 1 killer. Get it now. 🤍🙏