The Minutes of Brad Gerstner on efficiency https://minutesof.com/brad-gerstner/on/efficiency/ Everything Brad Gerstner has said on efficiency: 8 verbatim quotes between November 2023 and October 2024, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner observes companies can now cut tens of thousands of employees while increasing customer satisfaction, https://minutesof.com/q/98b41d86-0707-4d67-8d91-cbd20f9a1d74/ https://minutesof.com/q/98b41d86-0707-4d67-8d91-cbd20f9a1d74/ “Never have has he seen or have I seen the ability for companies to take out 10,000 people and actually see customer satisfaction scores increase.” — BG2 Pod Thu, 31 Oct 2024 17:46:51 +0000 efficiency Gerstner says NVIDIA generates $4M revenue and $2M profit per employee, unprecedented efficiency. https://minutesof.com/q/121cbd15-7ce3-45ce-ab6d-b26e12ea4c00/ https://minutesof.com/q/121cbd15-7ce3-45ce-ab6d-b26e12ea4c00/ “You know NVIDIA is in a league of its own really, know, at about 4,000,000 of revenue per employee, about 2,000,000 of profits or free cash flow per employee.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 efficiency Gerstner praises Jassy's efficiency focus at Amazon retail, expects margin expansion as investment thesis. https://minutesof.com/q/2bf1de93-3be6-45eb-a95c-900e0809de32/ https://minutesof.com/q/2bf1de93-3be6-45eb-a95c-900e0809de32/ “Why are we in Amazon? Because we think the retail businesses margins are gonna go up. Jassy has absolutely found religion.” — CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 efficiency In two years, that company has gone from $22,000,000,000 in net income to $55,000,000,000 in net income. They' https://minutesof.com/q/b7fd7c09-01f2-4d6c-8773-9ce75f450166/ https://minutesof.com/q/b7fd7c09-01f2-4d6c-8773-9ce75f450166/ “In two years, that company has gone from $22,000,000,000 in net income to $55,000,000,000 in net income. They've reduced their headcount from 85,000 people to 69,000 people.” — BG2 Pod Mon, 29 Apr 2024 21:09:39 +0000 efficiency Gerstner reports major tech CEO plans 50% revenue growth with 10-20% personnel cost reduction over three years https://minutesof.com/q/ec8d31db-299c-4f2a-a458-c3267d55079e/ https://minutesof.com/q/ec8d31db-299c-4f2a-a458-c3267d55079e/ “And he said, over the course of the next three years, we'll grow our top line 50%, and we'll reduce our personnel costs by 10 to 20%.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 efficiency Gerstner notes Meta reduced headcount from 87,000 to 67,000 since his letter in Q3 2022. https://minutesof.com/q/06f6f08c-adc3-4fab-9439-ce1f25fd93e6/ https://minutesof.com/q/06f6f08c-adc3-4fab-9439-ce1f25fd93e6/ “When we wrote that letter in q three of twenty two, the head count at this company was 87,000 people. As of this quarter, it was 67,000 people.” — CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 efficiency Gerstner says Meta nearly tripled earnings per employee in fifteen months. https://minutesof.com/q/df823f3b-46bb-4289-8031-13989cff00c0/ https://minutesof.com/q/df823f3b-46bb-4289-8031-13989cff00c0/ “They've nearly tripled their earnings per person working at the company in in over that fifteen month period of time.” — CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 efficiency Gerstner says AI is creating massive bottom-line opportunities as companies like Uber continue reducing headco https://minutesof.com/q/76972eb1-97fa-4a54-a7bb-e71426412574/ https://minutesof.com/q/76972eb1-97fa-4a54-a7bb-e71426412574/ “The re you know, and Dara told you yesterday, quarter over quarter we've actually reduced head count again. Right. We have this massive bottom line opportunity in all these businesses because of AI.” — CNBC Television Wed, 08 Nov 2023 15:35:15 +0000 efficiency