The Minutes of Brad Gerstner on costs https://minutesof.com/brad-gerstner/on/costs/ Everything Brad Gerstner has said on costs: 5 verbatim quotes between October 2020 and August 2025, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:51 +0000 Gerstner highlights US fission reactors cost four to five times more and none are being built. https://minutesof.com/q/72442d2b-51d8-44b7-959f-23d864647405/ https://minutesof.com/q/72442d2b-51d8-44b7-959f-23d864647405/ “Why does it cost us four to five times to build a fission reactor in this country? Why are we building no nuclear reactors in this country?” — BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 costs Gerstner says traditional IPO costs include upfront fees and structural underpricing as the larger expense. https://minutesof.com/q/3dbad0db-cb6d-4522-8252-555ce873667e/ https://minutesof.com/q/3dbad0db-cb6d-4522-8252-555ce873667e/ “There's the upfront fee, five and a half, 6%, whatever they're paying on the amount of capital raised. But he would argue the much bigger expense, right, is the indirect cost of the structural underpricing.” — All-In Podcast Sat, 17 Apr 2021 02:12:13 +0000 costs Gerstner calculates over $1 billion in cost savings for Grab employees and shareholders. https://minutesof.com/q/077705ea-6293-4456-a39a-7cef97e489dc/ https://minutesof.com/q/077705ea-6293-4456-a39a-7cef97e489dc/ “And so if you say it's 30 percent on a $4,000,000,000 raise, that's over a billion dollars of savings. Right? Over $1,000,000,000 of indirect cost savings to the employees and the shareholders.” — All-In Podcast Sat, 17 Apr 2021 02:12:13 +0000 costs Gerstner argues traditional IPO bank fees of 6-7% plus historical-only financials leave investors unable to ev https://minutesof.com/q/7a335747-8969-4383-9c35-9996e0362046/ https://minutesof.com/q/7a335747-8969-4383-9c35-9996e0362046/ “And on top of that, of course, you can only give historical financials, which leaves most investors in the dark about a high growth company's future prospects.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 costs Gerstner explains SPAC costs are borne by SPAC shareholders through share dilution, not by the company going p https://minutesof.com/q/1b7dab41-fb30-48fd-af5d-1cf29252840a/ https://minutesof.com/q/1b7dab41-fb30-48fd-af5d-1cf29252840a/ “All the costs are borne by the shareholders of the SPAC who gave us part of their shares when we set up the SPAC as a finder's fee for helping them invest in a world class company.” — Invest Like the Best Tue, 27 Oct 2020 09:30:00 +0000 costs