The Minutes of Brad Gerstner on ai investment https://minutesof.com/brad-gerstner/on/ai-investment/ Everything Brad Gerstner has said on ai investment: 4 verbatim quotes between March 2023 and February 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:51 +0000 Gerstner says he wants his personal and fund net worth levered to AI, with NVIDIA as largest public position. https://minutesof.com/q/f425219d-ac2c-48be-af41-e5b0df85e985/ https://minutesof.com/q/f425219d-ac2c-48be-af41-e5b0df85e985/ “I want my personal net worth. I want my funds net worth levered against AI because all human progress is gonna be derived from machines helping humans think and augment human thinking.” — Altimeter Capital Tue, 10 Feb 2026 21:40:23 +0000 ai investment Gerstner argues Amazon spent over $100 billion on AWS for eight years before profitability, paralleling AI inv https://minutesof.com/q/0818b7a9-f534-4cb5-9037-b7de373c9007/ https://minutesof.com/q/0818b7a9-f534-4cb5-9037-b7de373c9007/ “Amazon spent over a $100,000,000,000 on AWS, invested for over eight years before they saw profitability in that business.” — BG2 Pod Thu, 11 Jul 2024 20:24:05 +0000 ai investment Gerstner says he made his first AI investment in 2005, backing University of Washington AI head. https://minutesof.com/q/c38abb91-76ba-49cd-9f5c-cc7558d599f1/ https://minutesof.com/q/c38abb91-76ba-49cd-9f5c-cc7558d599f1/ “My first AI investment was in 2005, backing the head of AI out of the University of Washington. So this has been going on for a long time.” — CNBC Television Thu, 28 Sep 2023 19:10:17 +0000 ai investment Gerstner contextualizes AI investment by noting Meta alone spends $20B yearly on AR/VR for comparison. https://minutesof.com/q/7beb65a5-87c3-4247-a1e9-beb03b4d9c02/ https://minutesof.com/q/7beb65a5-87c3-4247-a1e9-beb03b4d9c02/ “Meta's gonna spend 20,000,000,000 in one year alone on ARVR, and this is on an entire platform. So I I don't know.” — All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 ai investment