The Minutes of Brad Gerstner on research https://minutesof.com/brad-gerstner/on/research/ Everything Brad Gerstner has said on research: 1 verbatim quote between May 2022 and July 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:21:55 +0000 Gerstner found only 21 public software companies exceed $2B revenue and $25B value. https://minutesof.com/q/39a63540-50d9-49f7-b60b-83a040ae859c/ https://minutesof.com/q/39a63540-50d9-49f7-b60b-83a040ae859c/ “Public software companies over 2,000,000,000 in revenue, we got to 21. Okay? There are only 21 that are worth more than $25,000,000,000” — All-In Podcast Mon, 23 May 2022 04:51:01 +0000 research