The Minutes of Brad Gerstner on ai beneficiaries https://minutesof.com/brad-gerstner/on/ai-beneficiaries/ Everything Brad Gerstner has said on ai beneficiaries: 2 verbatim quotes from January 2026, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:09:02 +0000 Gerstner says now is the time to find the 10% of beaten-down software companies that will benefit from AI. https://minutesof.com/q/5a26d41d-c58c-4b4c-a6df-7bd69b1f6017/ https://minutesof.com/q/5a26d41d-c58c-4b4c-a6df-7bd69b1f6017/ “90% of the companies that are down deserve to be down. Find the 10% that got thrown out with the bathwater. Find the 10%, right, that are going to benefit from AI.” — Altimeter Capital Wed, 07 Jan 2026 22:13:03 +0000 ai beneficiaries Gerstner argues the market wrongly treats all software equally and expects meaningfully accelerating revenues https://minutesof.com/q/583c4e53-58a6-4ec3-baa9-7fad3ea5234b/ https://minutesof.com/q/583c4e53-58a6-4ec3-baa9-7fad3ea5234b/ “And so we'll see. These guys have to deliver. And so I expect we're gonna see meaningfully accelerating revenues out of those companies,” — CNBC Television Tue, 06 Jan 2026 18:27:14 +0000 ai beneficiaries