Gerstner argues OpenAI's voice API demo showing GPT calling humans proves agents can already make reservations by phone.
“So why the hell can't my GPT just call up the Mercer hotel and say, Brad Gerstner would like to make a reservation.”
Gerstner says Jensen claims NVIDIA can scale business 2-3x while increasing headcount only 20-25% using AI agents
“This idea that Jensen can scale the business two or three times with, you know, increasing the headcount by, you know, 20 or 25%. Right?”
Gerstner uses consulting firms charging $200/hour as example for AI agent replacement economics.
“if an AI agent is replacing a $200 an hour consultant right? Take that as an example. So three consulting firms, they're competing. They need the smartest consultant. It they're charging $200 an hour.”
Gerstner argues replacing a software engineer may require 2 million expensive tokens where quality matters significantly.
“if you're talking about replacing a software engineer for two hours, that may take 2,000,000 expensive tokens. And the consequence of using something that's 95% as good is really high.”
Gerstner frames AI agents as replacing $200 per hour consultants where firms compete for the smartest model.
“if an AI agent is replacing a $200 an hour consultant right? Take that as an example. So three consulting firms, they're competing. They need the smartest consultant.”