The Minutes of Brad Gerstner on big tech https://minutesof.com/brad-gerstner/on/big-tech/ Everything Brad Gerstner has said on big tech: 4 verbatim quotes between January 2024 and February 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:51 +0000 Gerstner says the big five will spend $650-700 billion on AI and are still token constrained with unfulfilled https://minutesof.com/q/237fdde5-1f55-4578-8cb5-642191f173bd/ https://minutesof.com/q/237fdde5-1f55-4578-8cb5-642191f173bd/ “650,000,000,000 to 700,000,000,000 of spend out of the big five companies in The US, and they say they're still token constrained.” — Altimeter Capital Tue, 10 Feb 2026 21:40:23 +0000 big tech Gerstner says the major tech companies will spend over $500 billion on AI capex this year. https://minutesof.com/q/26edcdcf-0bbd-4dc4-97c7-cfa8795a5de4/ https://minutesof.com/q/26edcdcf-0bbd-4dc4-97c7-cfa8795a5de4/ “The spending, the CapEx from that group alone is gonna be over $500,000,000,000 this year.” — Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 big tech Gerstner says big four tech companies will spend $220 billion on capex this year. https://minutesof.com/q/aa553c92-c6b1-45b0-a73e-623c8d712a85/ https://minutesof.com/q/aa553c92-c6b1-45b0-a73e-623c8d712a85/ “if you look at the big four, they're gonna spend $220,000,000,000 this year on CapEx.” — BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 big tech Gerstner says MANG (Microsoft, Amazon, Nvidia, Google) went from near-zero VC investing to $25 billion last ye https://minutesof.com/q/14def7f9-9646-4442-b698-113f8477048a/ https://minutesof.com/q/14def7f9-9646-4442-b698-113f8477048a/ “we have this explosion in venture capital investing coming out of four companies, right? He called them MANG. Microsoft, Amazon, know, Nvidia and Google.” — BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 big tech