The Minutes of Brad Gerstner on forecasts https://minutesof.com/brad-gerstner/on/forecasts/ Everything Brad Gerstner has said on forecasts: 6 verbatim quotes between October 2023 and July 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner predicts AI companies ending the year over $100B could triple to quintuple revenue next year. https://minutesof.com/q/5f3c7550-2121-4825-8582-416232c8b742/ https://minutesof.com/q/5f3c7550-2121-4825-8582-416232c8b742/ “If these guys end the year over 100,000,000,000, I think that they're on a revenue trajectory that they could three to five x again next year.” — All-In Podcast Sat, 11 Jul 2026 16:00:19 +0000 forecasts Gerstner cites NVIDIA forecast of $200B revenue this year growing to $350B in five years, equating to specific https://minutesof.com/q/5c14627c-380b-49f1-af71-9587664517f5/ https://minutesof.com/q/5c14627c-380b-49f1-af71-9587664517f5/ “This is the NVIDIA sell side forecast. Okay? Forecast this year is for about 200,000,000,000 in revenues, growing to about 350,000,000,000 in revenues over the next five years.” — BG2 Pod Tue, 14 Oct 2025 23:40:02 +0000 forecasts Gerstner calculates Microsoft could reach $7 trillion market cap in ten years growing at just 7% annually. https://minutesof.com/q/77311223-0022-4c88-b2ea-cbfb1b759659/ https://minutesof.com/q/77311223-0022-4c88-b2ea-cbfb1b759659/ “the largest company, Microsoft, today is like 3 and onetwo trillion. Let's say that Microsoft, I don't know, doubles in ten years. It would only be growing at 7% per year.” — BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 forecasts Gerstner states consensus Nvidia estimate for next year is around $3.50 per share. https://minutesof.com/q/f70986f0-c308-4c5a-82aa-e98a6a3d3ce8/ https://minutesof.com/q/f70986f0-c308-4c5a-82aa-e98a6a3d3ce8/ “the consensus estimate for next year for Nvidia, I think is around $3.50 per share.” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 forecasts Gerstner's Nvidia estimate is closer to $5 per share, ahead of consensus since fall 2022. https://minutesof.com/q/75cf64ae-892b-4b95-8187-a5ea949de724/ https://minutesof.com/q/75cf64ae-892b-4b95-8187-a5ea949de724/ “we're we're closer to $5 a share. We've been ahead of the consensus estimate since the fall of twenty two.” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 forecasts Gerstner says professional analysts predicted NVIDIA data center revenue would decline 6 percent, highlighting https://minutesof.com/q/92655be9-98bd-4d4b-aec5-e738b69a9dfb/ https://minutesof.com/q/92655be9-98bd-4d4b-aec5-e738b69a9dfb/ “The consensus estimate for NVIDIA this year was that data center growth revenue growth was gonna be negative 6%. Right? That's the pros. They got it that wrong.” — FII Institute Thu, 26 Oct 2023 02:01:13 +0000 forecasts