Fireside with Brad Gerstner, CEO, Altimeter | Global Alts Miami 2025

This is gold

2022 was millennial’s generations 2008 no one saw it during that time when mag 7 was down 30-50% instead of complaining about the hand we were dealt by boomers i just went all in on tech mag 7 😂

Brilliant

"It's easy to balance the budget by 2019" lol - why not show us EXACTLY what you would cut by 3% p.a. to get there, Gerstner? I usually like this guy, but it's just too easy to fire off undocumented hyperbolic visionary rhetoric without any resistance from the interviewer. On the other hand, he's clearly been working out - you gotta admire the discipline it takes to become "Mr. Geek Universe." 💪💪

IMO this is the biggest build out history has ever seen. Its literally free money for 3-4 years in datacenter stocks. If nothing materializes after those year, we will witness a lost 20-30 years?

Brad is fired up and on point !

You gotta love America, ignoring and pooping DeepSeek, BYD while the rest of the world adopts it. It will become the North Korea of investment.

Excellent 🎉

Brad,
Your greatest gift to America is your project Invest in America. Wish you a tremendous success in that endeavor.

This guy is a great salesman. I wouldn't trust anything he says.

That last part of giving new born kids $1000 is Elon racist musk agenda to increase birth in America 🎉🎉 solid idea

This dude is such a clown. Listening to him talk about Elon Musk and Donald Trump immediately reveals the fact that he is a partisan and a liar. He literally parrots the most bottom of the barrel right wing propaganda. Totally ignores the fact that Elon is throwing around sieg hiels salutes and also false claimed that Trump had won concessions from Mexico and Canada over his tariff threats (despite the fact that Trump actually backed down and the "concessions" he claimed to have won were actually already negotiated under Biden in December.

In other words, don't listen to this dishonest fool. He is just selling a narrative. Nothing more.

So Gerstner and his tech investments are benefitting from Vance’s lead on tiktok… interesting, everyone including Musk is losing out meanwhile running Stargate with their own money. I just hope the power enriches the people.

Take META out of Brad’s fund and he’d be less than SPY. A lot of this is survivor bias. He’s down big on Snowflake but Mets made up for it. NVDA caught lightning in a bottle with GPUs.

Brad is a lifelong democrat who is only talking about regulations and the nonsense of democrats now. Democrats just wanted AI to solidify their power and control. Democrats used COVID to gain control and use socialist stimulus across the board.

US has excess housing, 15m unoccupied housing units (Census Bureau). The US has a housing allocation problem, not a shortage. The mis-allocation is because the rich and corporations own excessive housing units. Ban corporate ownership of housing units and quintuple taxes on the private ownership of more than one housing unit. A quarter / third housing in my HOA is empty and this HOA bans short term rentals.

what a brilliant interview.

Somehow they mislead people often ! In 2022 they all screamed at the top that tech will be destroyed when rates go high !! Right now rates are highest levels and tech stocks are also at their peaks . They steal your shares fear mongering!

Get this man a booster seat

brad gerstner is a scortum of musk. first musk will not remain in trump's doge and trump will not be president in 2028 and i think he would become layment in 2026

"...the FOG of WAR..." BREATHTAKING dissertation. Which tech will be irrelevant next year....in 3 years ?

Brad says to ignore search engines in 1999-2000 that went broke and buy google in 2004. If you take his advice, you will ignore and stay away from open ai, Xai, Anthropic and the rest. Wait at least a year to see who is going to be profitable. Deepseek destroyed open ai. To avoid the situation we have in search where we get what is being sold to the search engine - instead of what we are searching for. The way is locally run deepseek or other open source. Closed models like open ai are screwed unless they are tied to an iphone or a tesla car. Thanks Brad. You saved me from buying open ai.

.... Invest in America. How about taxing your carried interest at income tax rates Brad? 😅

Brad - Respect and Love from Singapore 🇸🇬

Dude picked SNOW over PLTR.

Invest in America is a great idea!

Where do I find the presentation?

VC's and thought leaders are soon are just going to be a superficial application layer to the world in general. AI replaces all.

Palantir Tech is the clear leader in software

not S&P500...Bitcoin.

NVIDIA coolaid. Yup, it’s about when you get out of the bubble before it bursts. lol. Pump so he can dump. Reality is NVIDIA moat is declining. Deepseek disruption is way beyond what you describe. Inference is a lot cheaper. Open source disruption as well. Deepseek bypass NVIDIA cuda. Chest pumping at best. lol. Overcapacity from china soon. Guaranteed??? Lmao. Smoking.

Brad even more Love from The Philippines 🇵🇭 ❤🎉

Lmao. Yes. All companies will leverage ai. But the moat of OpenAI, google, meta are not there. In a week, more deepseek download than any other. Lmao. Reality. The reason deepseek hasn’t grown more is because they ran out of capacity. Lmao

The reason ai investment remains after deepseek shock is that google cannot afford to underinvest against meta and OpenAI. Lmao. Sound like a bubble. You get punished if you don’t invest by Wall Street. Lmao

Google use its own tpu chips. All hyperscalers are building their own chips. NVIDIA share will only decline and treadmill is hitting wall

The example you gave on summarizing meeting? That’s there today lmao. You don’t need OpenAI. Yesterday’s LLM can already do it

Have u also look at latest release from china? China university published that through algorithm optimization they can 800x the performance NVIDIA old gpu for research. This wave continues to come. Huawei AI chip is now optimized for deepseek without needing cuda. Open source AI and overcapacity of AI chips from china are coming. It’s better for the world to be open. (Not CloseAI. lol). And it’s better for the environment, where hyperscalers are destroying the world w huge power consumption, water usage etc. Just reality.

Great interview. I largely agree with Brad on the secular trend toward increasing compute demand. However, he downplayed an important point—Deepseek did achieve a significant innovation at the model layer that dramatically reduces energy consumption and cost.

Their breakthrough lies in dynamically routing queries to specific sub-portions of the model rather than activating the entire model during inference. This is a major efficiency gain. While similar optimizations are likely happening within more closed-off model companies like OpenAI and Mistral, the real question is whether these improvements in efficiency can drive costs down faster than rising demand offsets those savings. Lower costs inevitably unlock new use cases, which could keep overall compute demand growing despite these advancements.

Given the fact that Brad and his team are highly competent (and that they doubled down on their NVDA investments) its likely they believe the demand side of the argument. But I would have loved for him to give the inside baseball on his thinking there as opposed to downplaying deepseek

He is talking all over the place after scaring everyone shit just just 2 yrs ago ! He said tech world will end in inflationary economy!! 😢

Not a chance that his fund outperforms the VOO

this is really good

Brad is a great salesman

Palantir has the best Ai software. No other can do what they can do. ✌

Brad proping his book! invested in Microsoft + OpenAI + Nvidia 😂

This talk illustrates why you gotta buy the indexes vs individual stocks. Super hard to pick long term winners.

Masterclass in how to talk your book

Its tempting to run out and put all your chips on AI/NVDA after listening to Brad, but then you realize he is just talking his book and gets paid to do so.

Brad I love you, but why are ya'll letting Elon take all the heat on doge? If so many successful people are helping, why don't ya'll take some of the public propaganda backlash? My main position is Tesla and I'm literally going to go broke. Help him out in the public!!! Thanks.

Im sick of only Elon taking all the heat, and me going broke because of it

Brad is awesome. Straight up.