Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
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Shownote
Shownote
(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the n...
Highlights
Highlights
Chapters
Chapters
Transcript
Transcript
