Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

Podcast: All-In with Chamath, Jason, Sacks & Friedberg · All-In Podcast, LLC

Opublikowano: 2026-09-17

(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 nuclear precedent, power limits, and rising rates Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with...