The Minutes of Brad Gerstner on forecast https://minutesof.com/brad-gerstner/on/forecast/ Everything Brad Gerstner has said on forecast: 12 verbatim quotes between August 2023 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:49 +0000 Gerstner warns the market could see a 10 to 20% consolidation after recent gains. https://minutesof.com/q/31bc9965-bb52-401b-90c0-de580a832362/ https://minutesof.com/q/31bc9965-bb52-401b-90c0-de580a832362/ “But the bigger risk right now is simply that we've come a long way quickly. Right? We could have a 10 to 20% consolidation in the socks or these other technology and AI markets,” — CNBC Television Thu, 28 May 2026 17:00:15 +0000 forecast Gerstner cites a trillion dollars in Nvidia orders over the next six to eight quarters. https://minutesof.com/q/620dd345-6d0e-430c-be37-13bf3dbb5607/ https://minutesof.com/q/620dd345-6d0e-430c-be37-13bf3dbb5607/ “But I think if you just look at the numbers, a trillion dollars over the course of the next, you know, six to eight quarters, I think speaks for itself.” — CNBC Television Mon, 04 May 2026 19:16:21 +0000 forecast Gerstner says NVIDIA indicated a $100 billion run rate expected by end of next year. https://minutesof.com/q/d6a087d2-b073-4284-9362-983a835fec11/ https://minutesof.com/q/d6a087d2-b073-4284-9362-983a835fec11/ “And they just told us that we should expect a run rate by the end of next year of a $100,000,000,000.” — CNBC Television Tue, 02 Dec 2025 14:15:59 +0000 forecast Gerstner notes Altman tweeted OpenAI will exit the year at $20 billion in revenue. https://minutesof.com/q/6ffe6ce0-73c8-48d0-a15d-2cccc7372119/ https://minutesof.com/q/6ffe6ce0-73c8-48d0-a15d-2cccc7372119/ “And he just said in his tweet that they're gonna exit the year at $20,000,000,000 in revenue.” — CNBC Television Fri, 07 Nov 2025 22:30:01 +0000 forecast Gerstner reports Altman expects OpenAI to exceed $100 billion in revenue in 2027 or 2028. https://minutesof.com/q/ada2afaf-1860-4728-ad73-de827b2bb568/ https://minutesof.com/q/ada2afaf-1860-4728-ad73-de827b2bb568/ “What Sam said multiple times on the pod and since is that he expects that they'll do over 100,000,000,000 in revenues in twenty seven or '28.” — CNBC Television Fri, 07 Nov 2025 22:30:01 +0000 forecast Gerstner notes Jensen raised compute buildout forecast from $2 trillion to $3-4 trillion through decade end. https://minutesof.com/q/58f9ff51-18ce-48d6-97b3-28e16f14ea80/ https://minutesof.com/q/58f9ff51-18ce-48d6-97b3-28e16f14ea80/ “Jensen said, you know, when he was on our pod last year, he said, we think the build out between now and the end of the decade's $2,000,000,000,000 of total compute.” — CNBC Television Thu, 28 Aug 2025 17:12:24 +0000 forecast Gerstner calculates 50% growth would bring NVIDIA to $300 billion datacenter revenue, about $8 per share. https://minutesof.com/q/3302a3bc-c63c-4b44-b281-26e8b2841b9f/ https://minutesof.com/q/3302a3bc-c63c-4b44-b281-26e8b2841b9f/ “So the consensus for next year is 250,000,000,000 of data center revenue. If they grow up 50%, that's gonna be closer to 300,000,000,000 or closer to $8 a share.” — CNBC Television Thu, 28 Aug 2025 17:12:24 +0000 forecast Gerstner now forecasts $300 billion in tariffs, 4x last year's $77 billion revenue. https://minutesof.com/q/fa49d30d-9c9f-4a94-9987-e86b840b383d/ https://minutesof.com/q/fa49d30d-9c9f-4a94-9987-e86b840b383d/ “Okay? I just told you that last year tariffs were 77,000,000,000. So that's still a four x increase in tariff revenue,” — BG2 Pod Thu, 22 May 2025 16:23:05 +0000 forecast Gerstner posits 30% annual infrastructure expense growth requires matching inference revenue growth from enter https://minutesof.com/q/6de51955-08c4-41cb-b6a1-1ee2e37ef67e/ https://minutesof.com/q/6de51955-08c4-41cb-b6a1-1ee2e37ef67e/ “if you think that infrastructure expenses are going to grow at 30% a year, then I think you have to believe that the underlying inference revenues, right, both on the consumer side and the enterprise side are gonna grow somewhere in that range as well.” — BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 forecast Gerstner frames NVIDIA debate as 6 million GPUs versus bearish 4.5 million estimate for next year. https://minutesof.com/q/c9e9c5c6-42df-435e-951f-17dba05285f1/ https://minutesof.com/q/c9e9c5c6-42df-435e-951f-17dba05285f1/ “We're kind of at 6,000,000 GPUs for next year. The bearish people are at like 4,500,000. The numbers will ultimately tell.” — BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 forecast Gerstner notes consensus forecasts Uber reaching almost $10B in free cash flow in a few years. https://minutesof.com/q/7fc0ecce-e0fe-4920-8deb-c9f88b0a4b8e/ https://minutesof.com/q/7fc0ecce-e0fe-4920-8deb-c9f88b0a4b8e/ “if you look at the consensus forecast for the business, which is pretty mind boggling, it's estimated by the consensus that it'll reach almost 10,000,000,000 in free cash flow, just a few years from now.” — This Week in Startups Fri, 12 Jan 2024 05:28:40 +0000 forecast Gerstner forecasts 5-7 good-sized IPOs in Q4 2023 and closer to 10 in Q1 2024. https://minutesof.com/q/ac8bdfcc-9833-4b20-b2f7-d128b97fe885/ https://minutesof.com/q/ac8bdfcc-9833-4b20-b2f7-d128b97fe885/ “I think we're gonna see five, six, seven IPOs, good sized IPOs in q four. We'll probably see closer to 10 in q one,” — All-In Podcast Fri, 11 Aug 2023 06:23:00 +0000 forecast