Brad Gerstner

Not inflation adjusted, not comparing profits & picked launch of consumer product (not incorporation) as Yr 1. Another proxy, ChatGPT at 250 M WAUs. We estimate Google ~125 M WAUs at IPO. Just framing that all were trading at ~ 10-15x forward revs at similar stage of growth. 🫡

Yes I am a strong believer in public markets. Retail investors should have access to the best companies - from Apple to Tesla to OpenAI. And companies are stronger when subject to the scrutiny, transparency & accountability of public markets. 🚀 https://t.co/E0Xj80QyPg

Love this shit. Two incredible builders at the top of their game. Both pushing the boundaries - and giving respect where it is due. Thx for showing the way. 🫡🇺🇸

Love tag teaming @InvestAmerica24 with my son who prompted me three years ago over dinner while discussing that too many people are being left out of the economic upside of 🇺🇸 & the risk that poses to capitalism / democracy - “so what are you going to do about it?” 👊💥@MattLira

Google breached the mindshare moat w a spartan web page that was fast - and an AOL deal that raised awareness - kids started “googling”. And then it was over. Technology is required but not sufficient - mindshare is lightening in a bottle that triggers network effects. 💥

Feels like another game changer. Even more impressive is how the team at OAI - despite the noise - has the highest and most impressive product velocity - unquestionably the “verb” of AI and running away in the battle for the consumer. 🚀

Grinding in Taipei - lots of people have strong $NVDA opinions - not many willing to do the work like Clark. Love watching the Altimeter team grind and continue to share - turns out open sourcing our learnings is more fun & the community truly gives back. 💪🙏

Getting Fit has all sorts of benefits - a big one is lower SBC. Stock as a form of alignment in early company building is brilliant. But stock as a form of self-delusion that you “pro forma” out of your financials to fake profits is terrible for culture & financially inept. 💰 https://t.co/HGY5cUcl9J

Harness the power of markets to give every kid a shot at the American Dream - and in so doing - align citizen interests so as to protect free markets & American capitalism! Great momentum - and very real shot to make this law in 2025! 🇺🇸🇺🇸🇺🇸

I recently commented on @BG2Pod @DiabloCanyonCA that $MSFT, $NVDA, $GOOG, & $META could sponsor and build nuclear reactors as a new type of public / private partnership bringing together clean nuclear and AI - it was not a joke! @satyanadella https://t.co/bpHmcJ5LqX

*AMAZON TELLS STAFF TO RETURN TO OFFICE FIVE DAYS A WEEK *AMAZON CEO: 'HAVING FEWER MANAGERS WILL REMOVE LAYERS' Kudos to $AMZN leadership building on recent success by getting even more fit. Flatter is faster. Leaner is better. 💪 https://t.co/xUzcum0gpi

Worth a listen! I’m lucky to have Meghan as a Partner - and love how she is open sourcing how to build strong LP / GP relationships - which is far more than “fundraising.” Silicon Valley is better - and life is way more fun - when you’re helping your besties. @Jason #positivesum

Important new vector for scaling intelligence - Noam & OAI are out front here. 🍓🚀 https://t.co/uC91Cyt2In

Glean is building an enterprise co-pilot that is driving productivity across the org. A turning point for me was @Rich_Barton telling me he used it everyday & as CEO was the only enterprise software product he ever got truly excited about. @ravi_lsvp @mamoonha @htaneja

“The rate of improvement in AI is faster than any other technology I have ever seen by far.” @elonmusk “As a computer scientist I have never seen anything like the speed of AI break throughs.” Sergey “AI is an overhyped bubble like Cisco in 2000.” Wall St @theallinpod https://t.co/weAv2IhS6q

The Besties & @theallinpod are absolutely scorching it - fun to see friends at the top of their game - having so much fun learning together - and making such important contributions across an incredibly wide range of topics. 👊🚀 @friedberg @chamath @DavidSacks @Jason https://t.co/cBJnmgYe7q

Imagine @xai @Tesla sponsoring Reactor 3 + Data Center @DiabloCanyonCA? It’s time to reform regulation, stop the de-commissioning & re-assert US leadership in nuclear! @GavinNewsom let’s extend Diablo another 15 yrs & lead the way expanding US nuclear clean energy! @elonmusk 🇺🇸

@iamnot_elon 🎯💯