Brad Gerstner
Mentioned in 32 analyzed podcast episodes across 10 shows
Founder and CEO of Altimeter Capital, a venture capital firm focused on analyzing AI market dynamics and enterprise adoption. Known for public commentary on SaaS valuations, AI bubble concerns, and tech market positioning, often appearing as a guest or co-host on major podcasts including the "All-In" and "BG2Pod" series. Recently gained prominence for architecting the "Trump accounts" universal equity program and receiving recognition from President Trump during the State of the Union address.
Appears On
Episode Appearances
TBPN · May 30, 2026
New Glenn Explodes, Enterprise AI Enters ROI Era, The Dinosaur Fossil Boom | Diet TBPN
“Discussed SpaceX business model requiring launch, Starlink, and AI components”
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Quoted as saying Cerebras above $250 is exuberant; provided valuation analysis framework for IPO pricing”
The Last Invention is AI · Apr 28, 2026
OpenAI's Internal Tensions Explored
“Normally bullish; posted that OpenAI's biggest risk is gap between contracted compute and recognized revenue”
The Daily AI · Apr 28, 2026
Analyzing the Conflict at OpenAI
“Normally bullish on OpenAI; posted that biggest risk is gap between contracted compute and recognized revenue, backing Fryer's concerns”
The AI Podcast · Apr 28, 2026
Sam Altman Beefs with OpenAI CFO, EU Pauses AI Act, Google's Pentagon Revolt
“Bullish investor backing CFO Fryer's concerns; posted that biggest OpenAI risk is gap between contracted compute and recognized revenue.”
Personal AI · Apr 28, 2026
Altman and CFO Disagreement Explored
“Normally bullish on OpenAI; posted that biggest risk is gap between contracted compute and recognized revenue, backing CFO's position”
No Priors AI · Apr 28, 2026
Uncovering Conflict: Altman and CFO
“Posted that OpenAI's biggest risk is gap between contracted compute and recognized revenue”
Claude AI · Apr 28, 2026
Tensions Within OpenAI's Leadership
“Normally bullish investor; posted that OpenAI's biggest risk is gap between contracted compute and recognized revenue.”
Anthropic · Apr 28, 2026
Scrutinizing the OpenAI Leadership Clash
“Posted that OpenAI's biggest risk is gap between contracted compute and recognized revenue, backing Fryer's position”
AI Breakdown · Apr 28, 2026
OpenAI's Leadership Tensions Unpacked
“Posted that biggest OpenAI risk is gap between contracted compute and recognized revenue, backing CFO's concerns”
All-In with Chamath, Jason, Sacks & Friedberg · Apr 17, 2026
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
“Predicted Anthropic will reach $80-100B revenue by end of year; cited on growth trajectory analysis”
Everyday AI Podcast – An AI and ChatGPT Podcast · Apr 13, 2026
Ep 754: Anthropic’s ‘scary’ new model, Microsoft Copilot’s ‘Code Red,’ OpenAI’s Superinteligence New Deal and more
“Noted companies already using OpenAI's Spud model rivaling Claude's Mythos capabilities”
TBPN · Apr 7, 2026
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
“Spearheaded Trump accounts idea for retail investor participation in market value creation”
TBPN · Apr 7, 2026
Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont
“Spearheaded Trump accounts idea for retail investor access to public markets”
All-In with Chamath, Jason, Sacks & Friedberg · Mar 19, 2026
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
“Referenced for policy work and asking questions about AI regulation”
All-In with Chamath, Jason, Sacks & Friedberg · Mar 17, 2026
Travis Kalanick & Michael Dell Live from Austin, Texas
“Investor who helped create Invest America legislation providing investment accounts to children”
BG2Pod with Brad Gerstner and Bill Gurley · Mar 15, 2026
ChatGPT – The Super Assistant Era | BG2 Guest Interview
“Co-host of BG2Pod conducting the interview with Nick Turley”
All-In with Chamath, Jason, Sacks & Friedberg · Mar 13, 2026
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
“Guest host and investor in both OpenAI and Anthropic, received State of the Union shoutout”
All-In with Chamath, Jason, Sacks & Friedberg · Feb 28, 2026
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
“Investor who received double shoutout from President Trump during State of the Union address”
The Artificial Intelligence Show · Feb 10, 2026
#196: SaaSpocalypse, Claude Super Bowl Ad, SpaceX Acquires xAI & Claude Opus 4.6
“Venture capitalist explained SaaS crash as uncertainty about future cash flows, not current revenue”
The Rubin Report · Feb 9, 2026
Bad Bunny Humiliated as Trump Gives His Brutal Response to Super Bowl Halftime Show
“Altimeter Capital CEO discussing SpaceX-X.AI merger and Elon Musk's vision for space-based data centers and AI advancement”
All-In with Chamath, Jason, Sacks & Friedberg · Feb 7, 2026
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
“Guest host and architect of Trump accounts universal equity program”
TBPN · Feb 6, 2026
FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
“Mentioned for hosting CNBC and discussing GPU utilization rates versus dot-com era fiber usage”
The Compound and Friends · Jan 6, 2026
Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
“Founder of Altimeter Capital; originated Trump accounts concept and secured political support for legislation”
BG2Pod with Brad Gerstner and Bill Gurley · Dec 23, 2025
AI Enterprise - Databricks & Glean | BG2 Guest Interview
“Host and founder of Altimeter Capital; frames discussion around AI bubble, value distribution, and enterprise adoption challenges”
The Artificial Intelligence Show · Nov 18, 2025
#180: GPT-5.1, AI That Brings Back the Dead, Beliefs vs. Truth in AI, First AI-Led Cyberattack & AI-Generated Song Tops Charts
“BG2 Pod co-host; retweeted David Sacks post about AI optimism gap and regulatory capture concerns”
All-In with Chamath, Jason, Sacks & Friedberg · Nov 14, 2025
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
“Referenced as having deflated AI bubble prior to Michael Burry's short position”
All-In with Chamath, Jason, Sacks & Friedberg · Nov 7, 2025
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
“Altimeter Capital founder; asked OpenAI revenue question on BG2 podcast that sparked market reaction; discussed market positioning”
BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Oct 14, 2025
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
“Co-host of BG2Pod; investor and analyst discussing AI bubble concerns, regulation, and Invest America implementation”
BG2Pod with Brad Gerstner and Bill Gurley · Sep 26, 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
“Podcast co-host; Altimeter Capital founder; interviewer discussing NVIDIA strategy and market implications”
BG2Pod with Brad Gerstner and Bill Gurley · Sep 11, 2025