The Minutes of Brad Gerstner on anthropic https://minutesof.com/brad-gerstner/on/anthropic/ Everything Brad Gerstner has said on anthropic: 12 verbatim quotes between February 2024 and August 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:49 +0000 Gerstner cites hyperscaler revenue growth: Amazon 28%, Azure 39%, Google 63%, and Anthropic at historic rates. https://minutesof.com/q/e72f2fb5-947f-453c-8aaa-bd38d3706cd1/ https://minutesof.com/q/e72f2fb5-947f-453c-8aaa-bd38d3706cd1/ “28% revenue growth out of Amazon at tremendous scale or 39% for Azure, 63% for Google, extraordinary. And of course, Anthropic is adding revenues at rates we've never seen before.” — Altimeter Capital Tue, 05 May 2026 22:10:35 +0000 anthropic Gerstner predicts Anthropic and OpenAI will go public within twelve to eighteen months. https://minutesof.com/q/e1926a21-4a7d-4ace-9f80-c7d09ca77f45/ https://minutesof.com/q/e1926a21-4a7d-4ace-9f80-c7d09ca77f45/ “Over the course of the next twelve to eighteen months, both Anthropic and OpenAI will come public would be my guess.” — Altimeter Capital Wed, 07 Jan 2026 22:13:03 +0000 anthropic Gerstner says Anthropic raising $5B at $170B valuation on $5B revenue, unprecedented venture scale. https://minutesof.com/q/72b574bb-6c89-4f94-955c-823123abab46/ https://minutesof.com/q/72b574bb-6c89-4f94-955c-823123abab46/ “I think that Iconic is going to lead a $5,000,000,000 round into Anthropic at $170,000,000,000 In the case of Anthropic, it's, you know, 170,000,000,000 on rumored $5,000,000,000 in revenue.” — BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 anthropic And and I playing around with credit card data, I think OpenAI is about 2,000,000,000, Anthropix about a 100,0 https://minutesof.com/q/95315ca6-40fe-46c4-a341-afb87b579103/ https://minutesof.com/q/95315ca6-40fe-46c4-a341-afb87b579103/ “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” — BG2 Pod Thu, 25 Jul 2024 14:00:00 +0000 anthropic Gerstner predicts Anthropic models will match GPT-4 and 4.5 turbo quality in the near term. https://minutesof.com/q/69e99490-3061-434b-a68c-846f3bb5b2fb/ https://minutesof.com/q/69e99490-3061-434b-a68c-846f3bb5b2fb/ “They're gonna have models which are every bit as good, you know, in the near term as chat GPT four and four point five turbo, etcetera.” — CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 anthropic