https://minutesof.com/brad-gerstner/on/openai/ Everything Brad Gerstner has said on OpenAI: 35 verbatim quotes between March 2023 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:48 +0000 https://minutesof.com/q/000da9f5-9c45-42be-bcc4-8021a5f9c2a3/ https://minutesof.com/q/000da9f5-9c45-42be-bcc4-8021a5f9c2a3/ “If that revenue is on track, right, if they're headed to a $100,000,000,000 of exit revenue, you know, this year and and and have an IPO in the back half, I think you could see a really robust, you know, back half of the year.” — Altimeter Capital Thu, 02 Jul 2026 20:07:21 +0000 openai https://minutesof.com/q/3e677c0c-8957-4680-9959-8b6af44aa78d/ https://minutesof.com/q/3e677c0c-8957-4680-9959-8b6af44aa78d/ “OpenAI just announced last in the last few days that they've added $1,000,000,000 of API revenue in the last thirty days.” — Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 openai https://minutesof.com/q/7020f7ae-9abe-4f37-a924-fba417a3573c/ https://minutesof.com/q/7020f7ae-9abe-4f37-a924-fba417a3573c/ “I could tell it what I want, And I can literally have it build a customer relationship management system for my business in about an hour.” — CNBC Television Tue, 06 Jan 2026 18:27:14 +0000 openai https://minutesof.com/q/d5d472b6-2f76-4bc6-a668-0ee8bc526ece/ https://minutesof.com/q/d5d472b6-2f76-4bc6-a668-0ee8bc526ece/ “Sam came on the podcast. He was a little bit feisty. And he said, listen. We're doing more than 13,000,000,000 in revenue.” — CNBC Television Fri, 07 Nov 2025 22:30:01 +0000 openai 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 openai 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 openai https://minutesof.com/q/321829bd-6978-421e-be99-3f33e66f14c4/ https://minutesof.com/q/321829bd-6978-421e-be99-3f33e66f14c4/ “Now if they're doing a 100 to 200,000,000,000 in revenue in 2829, then now we're in the zone of responsible.” — CNBC Television Fri, 07 Nov 2025 22:30:01 +0000 openai https://minutesof.com/q/62a700d7-3c7b-4795-91fd-596303f72565/ https://minutesof.com/q/62a700d7-3c7b-4795-91fd-596303f72565/ “And if they're doing that and you spread the CapEx out, so we talked about 1,400,000,000,000, half of that's gonna be borne by their partners.” — CNBC Television Fri, 07 Nov 2025 17:51:39 +0000 openai https://minutesof.com/q/2040160c-48c9-44cd-91a1-2e262a1544e9/ https://minutesof.com/q/2040160c-48c9-44cd-91a1-2e262a1544e9/ “Now if they're doing a 100 to 200,000,000,000 in revenue in 2829, then now we're in the zone of responsible.” — CNBC Television Fri, 07 Nov 2025 17:51:39 +0000 openai https://minutesof.com/q/eaa234e8-aefe-4242-9a78-7876610cda5a/ https://minutesof.com/q/eaa234e8-aefe-4242-9a78-7876610cda5a/ “The nonprofit is already capitalized with a $130,000,000,000, a $130,000,000,000 of OpenAI stock. It's one of the largest in the world out of the gates. It could end up being much, much larger.” — BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 openai https://minutesof.com/q/1a8f6d20-9f02-4359-896d-f54abf9f4e5e/ https://minutesof.com/q/1a8f6d20-9f02-4359-896d-f54abf9f4e5e/ “OpenAI's revenues are still a reported $13,000,000,000 in 2025. And Sam, on your live stream this week, you talked about this massive commitment to compute, right? 1,400,000,000,000 over the next four or five years” — BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 openai https://minutesof.com/q/13d8c70e-131b-442f-abd6-68b88af7cc60/ https://minutesof.com/q/13d8c70e-131b-442f-abd6-68b88af7cc60/ “if you guys went public at 10 times 100,000,000,000 in revenue, right, which would be I think a lower multiple than Facebook went public at, a lower multiple than a lot of other big consumer companies went public at, That would put you at a trillion dollars.” — BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 openai https://minutesof.com/q/a5b30ecc-73b8-4285-b1d0-c5c12221a97f/ https://minutesof.com/q/a5b30ecc-73b8-4285-b1d0-c5c12221a97f/ “I think chat GPT at one you know, well over a billion and a half monthly users, over 800,000,000 weekly users, and what most people don't talk about is the engagement. Engagement is going up.” — CNBC Television Wed, 15 Oct 2025 12:48:34 +0000 openai https://minutesof.com/q/644f09b1-f5d0-47cf-94a6-6d3526944ec7/ https://minutesof.com/q/644f09b1-f5d0-47cf-94a6-6d3526944ec7/ “I was just looking at these. I think these are bigger private IPOs than any public IPO done in the last five years in the tech market.” — BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 openai https://minutesof.com/q/23e792a0-63b0-4083-a1ed-5dfa30a88bde/ https://minutesof.com/q/23e792a0-63b0-4083-a1ed-5dfa30a88bde/ “This is what Google did in the early two thousand. Right? And by the way, Google didn't have to go to Washington to get a permission or to get a license.” — CNBC Television Thu, 28 Aug 2025 17:12:24 +0000 openai https://minutesof.com/q/95735eb1-3b11-4a30-999c-801d98dfe784/ https://minutesof.com/q/95735eb1-3b11-4a30-999c-801d98dfe784/ “I remember when you joined OpenAI and I asked you the question, can OpenAI get to a trillion dollars, right in total value?” — BG2 Pod Sat, 21 Jun 2025 15:51:43 +0000 openai https://minutesof.com/q/bd11649a-86e7-43ae-92c0-deaa8847c90e/ https://minutesof.com/q/bd11649a-86e7-43ae-92c0-deaa8847c90e/ “And now I think it's like more clear, the distinction that's being drawn. OpenAI is talking about launching an open source model here shortly,” — BG2 Pod Sat, 21 Jun 2025 15:51:43 +0000 openai https://minutesof.com/q/afa5e9ca-0fd5-4c73-8fb0-11ffc3fb6a8b/ https://minutesof.com/q/afa5e9ca-0fd5-4c73-8fb0-11ffc3fb6a8b/ “OpenAI today is four times the size that Google was when it went public in terms of revenue, in terms of searches.” — CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 openai https://minutesof.com/q/47f2f6a4-777d-4a8f-87f2-7f7f421cbaac/ https://minutesof.com/q/47f2f6a4-777d-4a8f-87f2-7f7f421cbaac/ “You know, it's just nomenclature to not call that public. The problem with it is, the only people who get access to that are accredited investors, and retail investors are completely cut out.” — Upfront Ventures Thu, 13 Mar 2025 21:33:08 +0000 openai https://minutesof.com/q/f14b73e0-2ecf-47a5-95af-e918f8ca841e/ https://minutesof.com/q/f14b73e0-2ecf-47a5-95af-e918f8ca841e/ “OpenAI, you could see the pacing from the launch of their first consumer product relative to Google and Meta. Sarah just talked on CNBC last week, this year will be over $11,000,000,000” — Upfront Ventures Thu, 13 Mar 2025 21:33:08 +0000 openai https://minutesof.com/q/5e29d35c-d592-4958-9a4d-84ce8bdb4e52/ https://minutesof.com/q/5e29d35c-d592-4958-9a4d-84ce8bdb4e52/ “Well, I mean, the Easter egg that I thought got dropped last week is they did this event on, you know, their voice API. Right?” — BG2 Pod Sun, 13 Oct 2024 10:35:00 +0000 openai https://minutesof.com/q/30a597fe-2d94-4004-be8e-d971422d7cda/ https://minutesof.com/q/30a597fe-2d94-4004-be8e-d971422d7cda/ “Reports are that they'll do 5,000,000,000 ish of revenue or run rate revenue this year, maybe going to 10,000,000,000 next year.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 openai https://minutesof.com/q/5c48c817-77e3-4f85-bd41-b5ef717ca95b/ https://minutesof.com/q/5c48c817-77e3-4f85-bd41-b5ef717ca95b/ “average users, which we estimate is twice the amount Google had at the time of its And if you look at the multiple of the business, if you believe 10,000,000,000 next year it's about 15 times the forward revenue, which is about the multiple of Google and Meta at the time of their IPO.” — BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 openai https://minutesof.com/q/1f8a7996-6ead-45e9-9649-8e8c27acd7c8/ https://minutesof.com/q/1f8a7996-6ead-45e9-9649-8e8c27acd7c8/ “If that trajectory were to continue, right, that'd give you like roughly $10,000,000,000 next year. And the round's rumored to be at $150,000,000,000 so that's about 15 times forward revenue.” — BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 openai https://minutesof.com/q/0d63766e-8ba9-4b83-b3f3-6415b1638081/ https://minutesof.com/q/0d63766e-8ba9-4b83-b3f3-6415b1638081/ “I don't think we're seeing the metrics, you know, from ChatGPT and even SearchGPT that are going to lead to the breakout needed to get to that billion users.” — BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 openai https://minutesof.com/q/cdc3137b-46bc-4f2f-b806-0027eff1d1ce/ https://minutesof.com/q/cdc3137b-46bc-4f2f-b806-0027eff1d1ce/ “But at twelve months, the retention even in OpenAI is like 35%. So I doubt that anyone that is looking at that even at 2,000,000,000 feels great about that as a durable business model.” — BG2 Pod Thu, 25 Jul 2024 14:00:00 +0000 openai https://minutesof.com/q/edee5ce6-f851-4261-8b67-186bd741c93c/ https://minutesof.com/q/edee5ce6-f851-4261-8b67-186bd741c93c/ “It would imply that there are about 2.1 of the three four is the consumer business” — BG2 Pod Sat, 22 Jun 2024 17:50:33 +0000 openai https://minutesof.com/q/9a857d55-bbd4-4f3d-a5e3-41ebd1d837a9/ https://minutesof.com/q/9a857d55-bbd4-4f3d-a5e3-41ebd1d837a9/ “I suspect that the integration going on with OpenAI is deeper than what we heard about yesterday. Right? So I don't know that this is going to be everybody playing equal.” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 openai https://minutesof.com/q/c2f9d545-8281-4e09-b16c-ee9b76e58258/ https://minutesof.com/q/c2f9d545-8281-4e09-b16c-ee9b76e58258/ “I was talking to a large data company this week who's in the business of serving models, they were lamenting the fact that the pricing umbrella was set by OpenAI and there is no price, right? So that it's a much lower margin business than the traditional software business.” — BG2 Pod Thu, 16 May 2024 19:31:21 +0000 openai https://minutesof.com/q/697e5c02-faa7-4c9b-aff9-98b36ecbf1ff/ https://minutesof.com/q/697e5c02-faa7-4c9b-aff9-98b36ecbf1ff/ “I can then plot a distribution of likely outcomes. How many companies have ever in the history of Silicon Valley been worth durably more than $100,000,000,000” — Elad Gil Thu, 09 Nov 2023 16:27:02 +0000 openai https://minutesof.com/q/e6c21217-8fa5-4d12-9b00-0660d8d1ccd3/ https://minutesof.com/q/e6c21217-8fa5-4d12-9b00-0660d8d1ccd3/ “And to relinquish that spot by letting OpenAI go first, when you had the technology, you had the supercompute, you had the capabilities to release that product, I think was a mistake.” — CNBC Television Thu, 28 Sep 2023 22:00:34 +0000 openai https://minutesof.com/q/c652313a-93c1-4d0c-bdfb-37d58f79b57a/ https://minutesof.com/q/c652313a-93c1-4d0c-bdfb-37d58f79b57a/ “OpenAI at $90,000,000,000 may be ahead of itself just like we saw stocks get ahead of themselves in 2021, but it doesn't mean that AI itself is is not gonna be profound.” — CNBC Television Thu, 28 Sep 2023 19:10:17 +0000 openai https://minutesof.com/q/c6c852c0-882a-4483-a6da-1c564e61d18b/ https://minutesof.com/q/c6c852c0-882a-4483-a6da-1c564e61d18b/ “what was their motivation to take such a dilutive round, know, the 10,000,000,000 at what was the valuation at 30?” — All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 openai