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    <title>The Minutes of Brad Gerstner on investment</title>
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    <description>Everything Brad Gerstner has said on investment: 5 verbatim quotes between March 2023 and August 2026, each with a timestamp and a link to the recording…</description>
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      <title>Gerstner states Microsoft has invested $13-14 billion in OpenAI for 27% ownership on a fully diluted basis.</title>
      <link>https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/</link>
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      <description>“Microsoft started investing in 2019, has invested in the ballpark of $1,314,000,000,000 dollars into OpenAI. And for that, you get 27% of the business ownership in the business on a fully diluted basis.” — BG2 Pod</description>
      <pubDate>Fri, 31 Oct 2025 23:11:44 +0000</pubDate>
      <category>investment</category>
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      <title>Gerstner predicts AI super cycle will be bigger than internet, mobile, and cloud combined.</title>
      <link>https://minutesof.com/q/19600c22-99b0-4a8a-8509-b93431eb62ef/</link>
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      <description>“I think this super cycle is going to be bigger than all the other super cycles put together like I think this is what we&#x27;re going to be investing again against for decades to come.” — Hoover Institution</description>
      <pubDate>Tue, 10 Dec 2024 20:07:35 +0000</pubDate>
      <category>investment</category>
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      <title>I mean, Satya talks about all the vast value capture occurs in the two to three year period around phase shift</title>
      <link>https://minutesof.com/q/e7f08faa-a8fa-4f32-b2d0-407022d7cf65/</link>
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      <description>“I mean, Satya talks about all the vast value capture occurs in the two to three year period around phase shifts. But it&#x27;s hard to forecast in this those moments.” — BG2 Pod</description>
      <pubDate>Thu, 07 Mar 2024 16:29:00 +0000</pubDate>
      <category>investment</category>
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      <title>Gerstner says AI is a platform shift as big as internet or mobile, with $10-11B invested across 500 companies.</title>
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      <description>“I mean, I have to agree with Doug that this is a platform shift on the same magnitude as the internet or mobile itself.” — All-In Podcast</description>
      <pubDate>Fri, 03 Mar 2023 18:43:00 +0000</pubDate>
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