Mentioned On
Episode Mentions
All-In with Chamath, Jason, Sacks & Friedberg · Aug 8, 2026
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
“Brad Gerstner's firm; acknowledged making high-valuation SaaS bets during ZIRP era, passing on Airtable's later rounds.”
Google AI talent exodus and DeepMind leadership restructuringFrontier AI model market consolidation into Anthropic/OpenAI duopolySpaceX Q2 2025 earnings and Elon Web Services compute rental business
View AnalysisAll-In with Chamath, Jason, Sacks & Friedberg · Jul 24, 2026
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
“Brad Gerstner cited as investor defending frontier model growth thesis despite open-source commoditization concerns.”
Chinese Open-Source AI Models and US Ban DebateAI Regulatory Capture by Frontier LabsKimi K3 Model Performance and Cost Benchmarks
View AnalysisAll-In with Chamath, Jason, Sacks & Friedberg · Jun 6, 2026
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
“Brad Gerstner's investment firm that invested in Cerebras pre-IPO”
IPO timing and strategySpace-based data centersAI chip architecture design
View AnalysisAll-In with Chamath, Jason, Sacks & Friedberg · Apr 10, 2026
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
“Brad Gerstenfeld's firm; investor in Anthropic and OpenAI; using Claude for enterprise applications”
Anthropic Revenue Growth and Market DominanceAI Model Safety and Responsible DeploymentMythos Model and Cybersecurity Vulnerabilities
View Analysis