BG

Brad Gerstner

Founder and CEO of Altimeter Capital; co-hosts the BG2 podcast

The latest interviews, podcast appearances, and blog posts from Brad Gerstner, updated daily.

All15Video14Podcast1Post0Content from April 2026 onward
21 days ago
Oct 15

Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more

Can AI revenues justify the spending? Jensen Huang breaks down the biggest bottlenecks heading into 2027, the path to the singularity, open vs.

BG2Pod with Brad Gerstner and Bill Gurley
MORE PEOPLE ON RECORDAL
Brad Gerstner: Latest Interviews & Podcast Appearances | Recordal