Gerstner predicts AI companies ending the year over $100B could triple to quintuple revenue next year.
“If these guys end the year over 100,000,000,000, I think that they're on a revenue trajectory that they could three to five x again next year.”
Gerstner says $200B of incremental revenue is incomprehensible in Silicon Valley history.
“We're talking from 100,000,000,000 to 300,000,000,000. 200,000,000,000 of incremental revenue is incomprehensible in the history of Silicon Valley.”
BG2 Pod
“And and I playing around with credit card data, I think OpenAI is about 2,000,000,000, Anthropix about a 100,000,000, and Perplexity is at like 25,000,000. Yeah. Just I'm guessing”