The Minutes of Brad Gerstner on business model https://minutesof.com/brad-gerstner/on/business-model/ Everything Brad Gerstner has said on business model: 2 verbatim quotes between April 2024 and July 2024, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:54 +0000 Gerstner reveals OpenAI has only 35% retention at twelve months, questioning the durability of its business mo https://minutesof.com/q/cdc3137b-46bc-4f2f-b806-0027eff1d1ce/ https://minutesof.com/q/cdc3137b-46bc-4f2f-b806-0027eff1d1ce/ “But at twelve months, the retention even in OpenAI is like 35%. So I doubt that anyone that is looking at that even at 2,000,000,000 feels great about that as a durable business model.” — BG2 Pod Thu, 25 Jul 2024 14:00:00 +0000 business model Gerstner notes Perplexity reversed position on advertising despite previously opposing it, signaling business https://minutesof.com/q/ed0d95b4-5500-4a83-bb07-06eadf95dd0d/ https://minutesof.com/q/ed0d95b4-5500-4a83-bb07-06eadf95dd0d/ “Perplexity came out and said that they were, you know, considering advertising and they there were statements in their previous releases that were very negative on advertising.” — BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 business model