Brad Gerstner

Thx Vlad. The movement is building. Every child forevermore gets an acct at birth - a shareholder & direct owner in the upside of American capitalism. $50k at 18, $175k at 30, $1 M at 55 very achievable when start at birth & save a little. 💰🇺🇸🚀 @TrumpAccounts @MichaelDell Economic growth & stocks likely accelerate with AI. This will ensure that all kids are economically aligned. When AI accelerates the economy - their accts will all win together! 🤖🇺🇸🚀

Thanks Senator. Nearly 1.6 M Hoosier kids are eligible for a free, life-long investment acct. Already set up. Easy. Funded. Just download the app. Add a few bucks & secure your kids financial future! 💰🇺🇸🫡 https://t.co/Mee5RZ7Oh2

Thanks Governor! Indiana gave me so much - an incredible public education & scholarships to college & law school - it is our family’s honor to pay it forward! We encourage all companies, philanthropists & parents across the country to get involved! 💰🇺🇸🚀

I started the Invest America Act / @TrumpAccounts w my kids @LincGerstner & @JackGerstner_ around a simple dream - that EVERY child / every citizen should directly own a piece of America’s great economic upside. 3.7 M kids getting investment acccts at birth each yr seeded w $1000. I am grateful for the amazing bi-partisan support - and the vision & courage of @realDonaldTrump that made them a reality. 8 million kids today have accts & soon will be all 73 MILLION kids directly owning a piece of America’s best companies. Today it was our family’s great honor to pay it forward to kids in Indiana - a state that has given so much to me. And it …

Vote “NO” on Dave Regan & his pet Prop 40. Dave is all about Dave - that’s why he is under investigation & the police, teachers, planned parenthood, building trades & many others all oppose Dave & Prop 40. The evidence is overwhelming it will badly hurt CA! 🇺🇸🧐

@benitoz 🇺🇸🚀

Pod! Lightning Round - 25 slides - where we are, where we are going & what needs to be true to keep the AI capex cycle alive! @AltimeterCap 📈🧐

Thanks Molly. This is a non-profit moonshot! If we follow the mammogram playbook (40 M annual mammograms) we will save 50k lives a year! Heart attacks are the #1 killer & a dumb way to die. The CAC heart scan at $100 & 15 mins should be the standard of care! 🤍❤️🇺🇸

Grt to join the Besties for this important convo. 🇺🇸🇺🇸

Trump calling @JensenHuang live during @theallinpod interview. “The grt thing about Jensen is that he can create the best AI chip in the world but can’t figure out how to put me on speaker phone.” They agree that AI is safe, grt for jobs, economic growth & natl security. 😂🇺🇸🚀 https://t.co/PWdZt7vLqI More from Jensen: Coxon claims not based on science & demonstrably untrue; America we have to run - slowing is definitely the wrong strategy; We are already at super intelligence; The labs are incredible - we just need to urge them on but tone down the drama;

Good summary Gavin. A step in the right direction to avoid reactionary over-regulation from DC. But plenty work ahead as we balance vibrant competition, open source & our lead on China - with an approach that gives voters confidence the AI benefits are worth the risk. ⚖️🇺🇸

Disagree. Anthropic will IPO. The market knows how to price risk - see SpaceX. There is huge appetite to invest in the AI leaders. And its beneficial / critical that we bring even more transparency, scrutiny, accountability, & participation to these grt American companies! 🇺🇸📈

Elon always first principles. We need our best competing but also working together to win the global AI race & doing it in a way that creates the world we want for our kids. 🙏🇺🇸🚀

While we must protect AI competition, this is an important step forward in finding the right balance between speed, self regulation & safety. It sounds very similar to calls we have heard from @elonmusk, @sama & @demishassabis. I hope it leads to more joint dialogue on how to win the global AI race while ensuring AI is truth seeking & maximally beneficial for humanity. 🙏

On @Cnbc today to discuss how the labs, gov’t and industry are working together to balance massive AI benefits w downside risks. And why leaders like @andrewdfeldman agree w @JensenHuang calling Coxon’s dangerous claims of human extinction “utter horseshit.” 🧐🧐 https://t.co/azlOQTia8f

Jensen calls Jacob Coxon comments outlandish & “deeply untrue.” Said the labs are great, but his comments were wrong, arrogant, and ignorant of all the work being done around the industry to drive safety. 🧐🧐 https://t.co/S253cHKQy7

Ridiculous hyperbole from an ex junior employee who worked a total of 6 weeks at Anthropic now cause for regulatory intervention? No thx. 😂🧐

Peace through strength. 🇺🇸🚀

The Social Security Act of 1935 is to labor what the Invest America Act / @TrumpAccounts are to capital. Universal Capital Accounts are now an American birthright that will compound & supplement labor in the Age of AI. Every child a private shareholder in America’s upside. 🇺🇸🚀 https://t.co/KpIZrjUTyM

Giving CACs for free at @theallinpod summit - sold out. This is your reminder the CAC is the mammogram for the heart. 15 mins & $150 to avoid the #1 killer. Working to get it covered nationally - but don’t wait - this is the highest ROI in healthcare. ❤️@American_Heart @DrOz

One click share kids gift link. One click donate to kids account. Frictionless contributions from employers, philanthropists, parents & friends. Open, accountable, direct. Billions $ of small deposits already occurring. 🇺🇸🚀💰 @TrumpAccounts

Last time $SNOW hit $375 in 2021 they had $1 B in revenue. Today its $6 B with accelerating 37% revenue growth & expanding operating margins driven by AI use cases like CoCo & Cowork. Congrats. 💪💰📈

Almost exactly 2 years ago @bgurley & I bet as to when a consumer AI would be able to seamlessly book a hotel room. @noahrshinn & Instinct have made this a seamless reality. Receipt attached. Every person is about to have a world class assistant. Did I win the bet? 🧐💰 https://t.co/0GFlFfrLs1

Every child a direct shareholder in America’s abundant AI future. That is the way. 💰🇺🇸🚀

Giving Pledge 2.0. The largest philanthropic gift in US history directly to 25 M kids - no middle man - full transparency, accountability & massive ROI. Every child a shareholder in the upside of America!💰🇺🇸🚀

Giving Pledge 2.0. Direct giving. At scale. No middle man. 100% of $$ directly to kids. Sponsor any zip code. Sponsor a school or boys & girls club. Compounds for life. More likely to graduate, buy a home, start a business. Strengthens capitalism. 🇺🇸 🚀@TrumpAccounts

Housekeeper one click shares young kid’s accounts. I one click apple pay from debit card into her accounts. Next day money swept into fee free S&P 500 index - compounding for life. Reduce friction - unlock magic. Every child a shareholder! 🇺🇸🚀 https://t.co/2s65zxERth The feeling you get as a founder when you see & experience the thing in the wild that you dreamed about & toiled for - and it actually works even better than you dreamed! 🇺🇸🙏🇺🇸 @jgebbia @vladtenev

Too aggressive re Anthropic. Base case of $250 B ‘27 exit run rate (same size as MSFT & Meta) seems wild but achievable. $450 B (size of Apple & Google) seems too aggressive given compute & regulatory constraints. Margins also likely lumpy as big compute comes online. 🧐📈

People are worried about their bills & their futures. We have been here before. The answer is to double down on capitalism & make it work for everybody! By the end of October we will create 73 MILLION privately owned investment accounts for every person under 18 in America. 🇺🇸🚀

Excellent, candid back & forth on complex subjects that benefit from a good faith Saturday afternoon exchange! Thx @_sholtodouglas & @GavinSBaker for kicking off & super helpful to have @DarioAmodei weigh in. 🙏