Brad Gerstner

Brad Gerstner × Scott Wapner

Gerstner is tactically cautious after AI stocks’ April–May surge, but more bullish on 2027–28 as model capability drives revenue and recursive development creates “Claude Code moments.”Anthropic’s Q3 revenue of just under $17 billion, up 45% sequentially, supports his expectation of an IPO in “weeks, not months” with demand above $500 billion.CoreWeave debt and AI-safety framework remain key tests.

Chamath Palihapitiya × Jason Calacanis × David Sacks × David Friedberg × Brad Gerstner

Anthropic’s reported annualized revenue surged from $1 billion at the end of 2024 to $30 billion by late March or April 2026, with more than 1,000 enterprises reportedly spending over $1 million annually.The ramp points to a near-infinite intelligence TAM, but revenue comparability, profitability, compute constraints, and incumbents’ fortress balance sheets keep margin quality unresolved.Mythos creates a possible six-month cyber-defense window, while OpenClaw’s repricing could test whether Anthropic can fairly bundle its own agent without triggering discrimination concerns.

Brad Gerstner × Clark Tang × Jensen Huang

Nvidia’s $100 billion OpenAI partnership could support a self-build hyperscaler, with 10 gigawatts implying roughly $400 billion of potential Nvidia revenue.Jensen Huang says AI demand is much larger than consensus, while Nvidia’s 30x Hopper-to-Blackwell gain and power efficiency strengthen its moat; China and H1B talent remain risks.

Bill Gurley × Brad Gerstner × Kevin Weil

OpenAI is framed at $300B enterprise value today and $1.6T in five years, while Kevin Weil reports usage deepening beyond Instagram’s growth and tracks weekly actives toward daily, multiple-times-per-day engagement.Its research-to-product loop supports shipping at 70% as models improve, with action-taking, connectors, memory, and personalization ahead, but execution against serious competitors and data-access barriers remain key risks.