The Minutes of Brad Gerstner on llm https://minutesof.com/brad-gerstner/on/llm/ Everything Brad Gerstner has said on llm: 2 verbatim quotes between March 2024 and August 2025, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:55 +0000 Gerstner is asked about Apple evaluating Perplexity and other LLM providers for potential partnerships. https://minutesof.com/q/8a8feb77-333f-4b9f-894d-4a971b0b4711/ https://minutesof.com/q/8a8feb77-333f-4b9f-894d-4a971b0b4711/ “I haven't heard your thoughts on the revelation that people inside Apple were kicking the tires at Perplexity and some of the other LLM providers and AI companies.” — CNBC Television Thu, 28 Aug 2025 17:35:29 +0000 llm Gerstner explains that ARR (annual recurring revenue) gets high multiples because it's predictable like cable https://minutesof.com/q/bf18b9e3-70e1-4349-8cd1-986feb0867c2/ https://minutesof.com/q/bf18b9e3-70e1-4349-8cd1-986feb0867c2/ “ARR stands for annual recurring revenue. And recurring revenue, like a monopoly cable subscription, gets a really high multiple. That's why softwares have gotten high multiples. They're very predictable.” — BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 llm