The Minutes of Brad Gerstner on demand https://minutesof.com/brad-gerstner/on/demand/ Everything Brad Gerstner has said on demand: 3 verbatim quotes between November 2024 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:51 +0000 Gerstner forecasts $20 to $30 billion in demand from index funds buying SpaceX in fifteen days. https://minutesof.com/q/3ac6196e-59b3-4262-a92b-937bc9268082/ https://minutesof.com/q/3ac6196e-59b3-4262-a92b-937bc9268082/ “In fifteen days from now, you're gonna see twenty to thirty billion dollars of demand roll into the market as the index funds start buying the security.” — Altimeter Capital Mon, 15 Jun 2026 20:55:26 +0000 demand They've announced a trillion dollars over the course of the next six to eight quarters of demand on on, you kn https://minutesof.com/q/c732ff6b-f197-43b8-8938-d34421a963c6/ https://minutesof.com/q/c732ff6b-f197-43b8-8938-d34421a963c6/ “They've announced a trillion dollars over the course of the next six to eight quarters of demand on on, you know, Blackwell's and now Vera Rubins.” — Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 demand Gerstner notes NVIDIA's Hopper demand remains exceptional and will continue into next year, defying expectatio https://minutesof.com/q/f47ba054-fac3-496b-92ea-adf63b767aa7/ https://minutesof.com/q/f47ba054-fac3-496b-92ea-adf63b767aa7/ “We may have people thought hopper demand would be over by now, frankly, and he said it's going to continue well into next year.” — BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 demand