Brad Gerstner

The Trump Dialectic may be the most powerful negotiating strategy ever used by an American President. 💥🚀🇺🇸

No leader has navigated the last 2.5 yrs better than $META & Zuck. Massive efficiency, double down on AI & now full pivot away from European style censorship to Twitter style free speech. Replacing fact checkers w community notes & moving content moderation from CA to TX! 🙏🚀 https://t.co/P8Y2NElx5c

Don’t be fooled - the Federal Gov’t has a drunken Covid spending problem - not a revenue problem. Go back to 2019 Baseline Spending and grow at 2% per year and we can easily balance the budget at $6 T. #backtobaseline @SpeakerJohnson @DOGE https://t.co/qJucYsrEaR

Mom woke up on Jan 1 and decided it was time to get her first tattoo at Age 88. 4 kids as hearts surfing the waves of life. Never stop living. 🙏🤍 https://t.co/zUb0BXnj3Q

Fun look back at 2024 - fired up for 2025! 🚀💥🇺🇸

$QQQ now back ~$506 same as on Election Day after having run up to $540 on Trump excitement. Higher interest rates, full valuations & modest fears of slowing economy weighing on market to kick off 2025! Enjoy the ride & focus on the big trends. 🙏📈 https://t.co/hWC54Oj98R

GDP forecast for next 100 yrs assuming last 30 yr growth and ZERO acceleration from AI. Now imagine including every child w tiny 401k in this magic from birth. Alignment. Compounding. Birth rate. Capitalism. @InvestAmerica24 🇺🇸🚀🚀 https://t.co/8x0WyMTPGN

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The debate that should have never been is now over - America will secure our borders AND continue to welcome the best & brightest of every race & religion to help build the most amazing nation the world has ever known! @elonmusk 🇺🇸🇺🇸🚀🚀

Interest rates are gravity. Two reasons for rate spike in the last 60 days - what % causation do you assign to each? (1) economy stronger (Q3 Real GDP 3.1%) & risk of higher inflation w Trump tax cuts; (2) bond vigilantes worried that Trump / @DOGE will not cut $2 T deficit?

Impressive "fast follow" by Chinese Quant Hedge Fund turned AI model company @deepseek_ai - w a little "help" from @OpenAI it appears. Seems like a legal grey area - but still impressive & costs per unit of intelligence matter! Ensures models will continue to commoditize quickly which puts massive pressure on any model company that doesn't have a strong economic moat with a major consumer or enterprise brand. @DavidSacks

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2025-2026 going to be wild especially when we consider o3 is just at GPT 2.5 level of scaling & are now scaling intelligence across multiple dimensions! Buckle up & enjoy the holidays with your loved ones - some things AI will never change! 🤍🎄🎁 Spotify: https://t.co/05WRFvpE9o Apple: https://t.co/Z38D8JmkQk YouTube: https://t.co/kjaby9QvEk

The price to generate intelligence will continue to fall - but also true that more $ will buy more intelligence. Most tech like the iphone - it doesn’t matter how much $ you have, you get the same iphone. This is not true w AI. Does this increase scale advantages? @polynoamial https://t.co/i0oJJqZE45

Congrats to you and the team! While the world is wringing their hands about pre-training, the scaling of intelligence is now accelerating across multiple dimensions! 🚀

Incredible way to end the year - congrats! Top on the holiday listening list. Jared is precisely the opposite of the dis-information campaign once waged against him. He is an incredible dad, kind to the core, brilliant deal-maker / investor & truly devoted American. 🇺🇸🤍💥

Picture says it all. Less is more. We need more gov’t essentialism. @DOGE 🇺🇸🫡 https://t.co/IYJkcyQAC7

Give yourself & your loved ones an early Christmas present - go get the Calcium CT Scan - don’t become a preventable heart attack statistic! 🤍🙏🏻

Business as usual is bankrupting the country & risking USD sovereign status. @DOGE is the best chance in our lifetimes to leverage gov’t & citizen influence in partnership w the President & Congress to get the country back on the path to growth & fiscal sanity. 🇺🇸🫡 https://t.co/DQOIu9p9kP

Time to open the process to more scrutiny. It should be law that all bill drafts are digitally accessible to the public at least 7 days before any vote in Congress. We should be able to slice & dice right here w @grok rather than just relying on VivekGPT.

Just landed in Lincoln to watch this freshman phenom & @BadgerVB take on @HuskerVB in the Elite 8. Beast mode! Also partnered w her dad to buy the @IndyIgniteVB - @CaitlinClark22 needs some more badass women stars in Indy. Proud Godfather! 💥💥 https://t.co/yQ5GAVymI9

@Jason Well said. 🎯

Apoorv lost his brother to muscular dystrophy. Similar to Stephen Hawking - he had a genius mind but broken motor activity. @neuralink would have saved him - and now will go FAR beyond that. We are deeply passionate about this mission, dedication & progress. 🙏🚀

Excellent & wide ranging conversation w @bgurley & @satyanadella. Great to hear his support for open source, vibrant competition & making sure America continues to lead the way in AI. 🇺🇸🚀

Heard from 4 healthy people TODAY who got the Calcium CT scan 1) CEO had 3 stents put in for major blockage; 2) Founder discovered aneurism due to congenital heart valve issue 3) 2 others started on statins to prevent further plaque. Take the CT scan now. Cheap. Fast. Easy. 🤍🙏 https://t.co/k3lEk5YshN

Time to get fit! Great to see @DOGE finding leadership in Congress on both sides willing to make it happen. Overhauling spending & regulation will enhance freedom, balance the budget & increase America’s already great competitive advantage. Universities next?! 🇺🇸🚀

If you don’t create a platform with an honest conversation on both sides then you deserve to lose. Slowly and then all at once - creative destruction for the win! 🇺🇸🚀

Boom! Congrats @DavidSacks! This bodes incredibly well for the future of American AI, crypto, science & tech. Whatever your differences, David is brilliant & cares deeply about Team America. Time to build!! 💥🇺🇸

When things at extremes (eg everything is great or it’s all terrible) ask questions, stay mentally flexible, do the actual work, and stick to your process. 🙏 Here is the updated chart. https://t.co/mRFjk3uUgA

Sky nails the insanity of the @elonmusk verdict & the broader problem w corp boards & the fatal drift toward mediocrity institutionalized by comp cmtes. As Charlie Munger warned - “I would rather throw a pit viper down my shirt than hire a comp consultant.” Grt work Sky! 💥🫡