Brad Gerstner

Fully endorse. America is winning. Anthropic, OpenAI, Google, SpaceX are doing more than fine competing against open source! Self regulation, free markets, level playing fields & max competition for the win.  Let our AI horses run, compete & win around the world! 🇺🇸🚀 https://t.co/eaHG32iImz

Fable is currently export controlled & rumors are that 5.6 will also be subject to an approval framework. Whatever jiu jitsu the Chinese are using to get us slow down our own frontier models while letting their models run free appears to be working. Who is capturing who? 🧐🇺🇸 https://t.co/1IukehhUKA

Jensen - “We are growing share in inference very very quickly…we are bringing on a very significant amount of capacity for Anthropic at AWS, Azure and CoreWeave and until recently our share of Anthropic was zero.” 📈🧐 https://t.co/qvqTFAxDAR

@TheJudgeCNBC @HalftimeReport Thx for creating the time for a real conversation - like an hour long live podcast on all things AI, $NVDA, $CBRS, software, economy, etc. Lets do it again for the @SpaceX IPO! 👊🧐 https://t.co/9Jlx0Jf377

@sundarpichai @Benioff Happy shareholders. Search re-accelerating from 10% to 17% was not on my bingo card at the beginning of ‘24 - but as I have shared w you - Team Google deserves massive credit in how you have accelerated across the board - positioning Google for the AI win! 🏆🏆

Chatgpt challenged Google BUT Sundar got Gemini / TPUs firing while accelerating the core growth rates at GCP & Search. Amazing execution. We were fortunate to be shareholders since late ‘24 & remain so today. Now people are questioning software - but if $CRM is able to accelerate its core biz w AI while building an AI moat - $CRM will also be hugely rewarded. 👊🚀 @sundarpichai

@hblodget Yes, we own Google, Broadcom, Nvidia, OpenAI, Anthropic, etc. Not smart enough to pick just one winner. But I don’t think Benioff tweet much signal. ChatGPT has re-accelerated - almost 900 M weekly users. Benchmarks have converged - product velocity key. 🧐

@hblodget Yes, we own Google, Broadcom, Nvidia, OpenAI, Anthropic, etc. Not smart enough to pick just one winner. But I don’t think Benioff tweet much signal. ChatGPT has re-accelerated - almost 900 M weekly users. Benchmarks have converged - product velocity key. 🧐

“Blackwell sales are off the charts, and cloud GPUs are sold out - compute demand keeps accelerating and compounding across training and inference — each growing exponentially. AI is going everywhere, doing everything, all at once.” $NVDA https://t.co/XavOA6RUA3

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. 🚀🚀 https://t.co/yLEygIYyQy