Brad Gerstner

Alright - enough FOMO. Find me a house. CA needs to wake up. Freedom from the burdens of BIG gov’t is among the most cherished of human rights. 🇺🇸🇺🇸@bgurley @GregAbbott_TX

100% 🎯. Creating new regulations to avoid imagined harms on a doomer narrative that runs counter to the long record of economic & human progress that has invariably come from prior technological advances - especially when locked in a global AI race - is highly dangerous. 🇺🇸🚀

Give every citizen a stake! The Invest America Act (aka Trump Accounts) now law of the land. Starting 2026 all 60 M kids under 18 get a Trump Acct - kids under 2 seeded w $1000. 🇺🇸@InvestAmerica24

Grt summary of current views. 🔥

The battle for the soul of America is on - utterly shocking statement by Mamdani that he believes “capitalism is theft.” Capitalism IS America & created the greatest progress in human history lifting billions out of poverty. America will reject this nonsense. 🇺🇸🚀

Beware of politicians taking your hard earned private property because they deem it “unproductive.” The road to hell is paved with good intentions. This will bury France. America will rise by getting more people in the game of capitalism as opposed to burning it down. 🇺🇸🚀

The re-industrialization of 🇺🇸is moving at warp speed. After leading Vulcan’s Series A just 3 months ago - we are honored to be partnering w @PeteHegseth & @howardlutnick to bring large-scale production of rare earth magnets to America in 2027. @_JohnMaslin 🇺🇸🚀🫡

Dev - thx for one of the most epic runs in SV history. @AltimeterCap invested in two pre-IPO rounds in 2013 & 2015 - they were hard rounds to get done - growth was slowing but we believed in Dev. He launched Atlas, built a world class team & the rest is history. 🫡🚀🙏

Will never understand why we insist on Daylight Savings Time & Standard Time - who in the world wants the sun to set at 5.09 pm? The day was just fine yesterday when it set at 6.10 pm. 🌅🤷‍♂️ https://t.co/1ZBUYzNPAN

People reading too much into Sam being feisty. I love that about him & in our founders. We laughed about it after. If you listen to his words - here is what is said: (1) alot more than $13 B revs in 2025, (2) $100 B revs sooner than people expect, (3) spending commitments aligned with revenue expectations & (4) risk of too little compute far greater than risk of too much. At that growth rate, could be $200 B revs in 2030. Match that against $200 B of capex & u have absolute juggernaut. If revenues come in slower, which is totally possible, they extend their capex ramp & u still have the fastest value creation in history. AI is the biggest s…

Pod up. Trick or Treat? 🎃

Pragmatic realism. You can’t keep others from having AI - de-coupling only hurts America. Engage. Accelerate. Win. 🇺🇸🚀🇺🇸

Respect. 🫡🚀 @sundarpichai

Look forward to having @satyanadella & @sama on @BG2Pod tomorrow. The deal. The skeptics. The re-industrialization of America. Power. Chips. Models. Agents. AGI. Regulation. Jobs. And more… 🧐🚀🇺🇸 https://t.co/n9gBYz1jJh

AI leadership matters. Its a critical time in the Global AI Race - time to accelerate! @DavidSacks 🇺🇸🚀

In DC hosting kick off for all things $NVDA, AI, chips, power & the American compute build-out. Livestream (https://t.co/Wu2Hx25sJt) tomorrow at 8.30 am ET. 🇺🇸🇺🇸🚀 @DavidSacks @ScottWu46 @martin_casado @saranormous @AravSrinivas @ChaseLochmiller @adcock_brett https://t.co/7flmEmCQc6

Tesla shareholders would be nuts to vote against the Elon voting / pay package that only pays out IF shareholders massively win. Passive investors should also look past ISS / Glass Lewis & vote in favor. Its obvious only @elonmusk can achieve this critical moonshot! 🇺🇸🚀 https://t.co/CSS1cxNSIh

The answer to the wealth gap is to raise the floor by getting every child into the game of capitalism — not destroy the system that has made America the most prosperous nation on the planet. 🇺🇸🇺🇸@InvestAmerica24 https://t.co/2cfEObqvfz

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Increasing advantages of scale has knocked out diminishing returns. 🧐📈 https://t.co/1lkyG9hCaG

Truth. 100k preventable & needless tragic deaths per year that costs $30-50 B. Follow Peter’s advice AND also get a Calcium CT scan - 15 mins & $150 can save your life. Dying of a heart attack is dumb in 2025. Don’t rely on cholesterol tracking. 🤍🤍

David has quietly become one of the great biographer / podcasters of all time & Michael is the goat of goats. Feast for the brain. 🙏🤍

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Incredible Bill. I’m the lucky one. Grateful for your friendship & always pushing my thinking - just like you have done for so many people since starting Above the Crowd 25 yrs ago. The book is epic - I will be giving away hundreds - now get to work & come back on soon! 🤍🚀

Pods up. 🚀🚀 Reserve 10 copies of @bgurley book asap - the best gift you can give to those chasing their dreams! https://t.co/KSB0emJEvG

Markets, China, AI Bubble Talk, VC, re-industrialization, OpenAI, $NVDA, @RobinHoodNYC, @InvestAmerica24 & more. Always grt to chop it up w @andrewrsorkin @BeckyQuick & @JoeSquawk . 7.30 AM ET. 🚀🚀

Being America FIRST does not mean being anti China. In fact, reflexive anti-China is often self defeating. It means getting a great & fair deal for America that advances our vital interests. 🇺🇸

We must have Federal action to pre-empt the insane patchwork of unworkable, virtue signaling AI regulation that is emerging from states like CO. It offers no protection but bogs down American AI progress & threatens our global leadership. More on next @BG2Pod. @DavidSacks 🇺🇸

Missed @friedberg but always fun to chop it up. 🫡💥

Legendary stuff. And what I love the most - total humility, love of country & even more love of family. 🙏🇺🇸🫡