Altimeter Capital
@AltimeterCap
Brad Gerstner (@altcap) joined the @theallinpod for a wide-ranging conversation on the state of AI.
They cover:
→ Can AI revenue support the massive CapEx buildout?
→ The gigawatt gap and power constraints
→ Why semis could take a larger share of the Nasdaq
→ AI’s impact
They cover:
→ Can AI revenue support the massive CapEx buildout?
→ The gigawatt gap and power constraints
→ Why semis could take a larger share of the Nasdaq
→ AI’s impact
The All-In Podcast@theallinpod · Sep 17All-In Summit: Brad Gerstner
-- Who’s Paying for AI CapEx?
-- Semis Eat the Nasdaq
-- Not Firing, Just Not Hiring
-- The Gigawatt Gap
++ much more!
(0:00) Welcome @altcap
(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan
(5:07) Can AI revenue pay for the
-- Who’s Paying for AI CapEx?
-- Semis Eat the Nasdaq
-- Not Firing, Just Not Hiring
-- The Gigawatt Gap
++ much more!
(0:00) Welcome @altcap
(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan
(5:07) Can AI revenue pay for the
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