The Minutes of Brad Gerstner on apple https://minutesof.com/brad-gerstner/on/apple/ Everything Brad Gerstner has said on apple: 9 verbatim quotes between February 2024 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner is asked about Apple evaluating Perplexity and other LLM providers for potential partnerships. https://minutesof.com/q/8a8feb77-333f-4b9f-894d-4a971b0b4711/ https://minutesof.com/q/8a8feb77-333f-4b9f-894d-4a971b0b4711/ “I haven't heard your thoughts on the revelation that people inside Apple were kicking the tires at Perplexity and some of the other LLM providers and AI companies.” — CNBC Television Thu, 28 Aug 2025 17:35:29 +0000 apple Gerstner suggests Apple should acquire AI capabilities given their $2 trillion market cap and cash position. https://minutesof.com/q/7df9b330-da17-478a-bbf4-49b621827f37/ https://minutesof.com/q/7df9b330-da17-478a-bbf4-49b621827f37/ “What's your opinion on the build it versus buy it debate around Apple? I feel like for $2,025,000,000,000, they should just buy it, just given how much cash they have” — CNBC Television Thu, 28 Aug 2025 17:35:29 +0000 apple Gerstner says only 5% of Apple users can access Apple intelligence, requiring device upgrades. https://minutesof.com/q/49f3bd42-a418-45c6-b4ad-2627a5ac1901/ https://minutesof.com/q/49f3bd42-a418-45c6-b4ad-2627a5ac1901/ “only 5% of Apple users today can access Apple intelligence. So they're going to have to upgrade these devices in order to play.” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 apple Gerstner suspects OpenAI's integration with Apple is deeper than publicly disclosed, creating unequal competit https://minutesof.com/q/9a857d55-bbd4-4f3d-a5e3-41ebd1d837a9/ https://minutesof.com/q/9a857d55-bbd4-4f3d-a5e3-41ebd1d837a9/ “I suspect that the integration going on with OpenAI is deeper than what we heard about yesterday. Right? So I don't know that this is going to be everybody playing equal.” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 apple Gerstner estimates Apple needs 75 gigs of DRAM on phones to run 7B on-device models. https://minutesof.com/q/4c94cf62-8cc0-4ef5-9679-00a68b01f29c/ https://minutesof.com/q/4c94cf62-8cc0-4ef5-9679-00a68b01f29c/ “I think the question that Apple's probably struggling with, Bill, is in order to do that, even a 7B model, you probably have to have, you know, 75 gigs of DRAM on your phone, right?” — BG2 Pod Thu, 16 May 2024 19:31:21 +0000 apple Gerstner argues memory and context matter more than raw intelligence for AI assistants. https://minutesof.com/q/0fb92875-8ae9-4b8e-9736-f735c69ea782/ https://minutesof.com/q/0fb92875-8ae9-4b8e-9736-f735c69ea782/ “Or would you like to have an assistant that's just above average intelligence, knows everything about you, and they can use the Internet?” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 apple