The Minutes of Brad Gerstner on revenue https://minutesof.com/brad-gerstner/on/revenue/ Everything Brad Gerstner has said on revenue: 8 verbatim quotes between March 2024 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:49 +0000 Gerstner says SpaceX moved to $27 billion AI hyperscaler revenue in six weeks with Anthropic and Google deals. https://minutesof.com/q/26faf65e-92b5-4630-90c0-444aad1b40ae/ https://minutesof.com/q/26faf65e-92b5-4630-90c0-444aad1b40ae/ “In literally six weeks, they went from not in the game to $27,000,000,000 of AI hyperscaler revenue with big deals Google? With big deals from Anthropic and Google.” — Altimeter Capital Mon, 15 Jun 2026 20:55:26 +0000 revenue Gerstner argues AI must generate $1 trillion revenue to justify current CapEx versus $400 billion for all soft https://minutesof.com/q/6e401eb5-6c61-41ac-bac8-c4109c5148f6/ https://minutesof.com/q/6e401eb5-6c61-41ac-bac8-c4109c5148f6/ “then you've gotta earn about a trillion dollars of AI revenue for all of this CapEx to be worth it.” — BG2 Pod Tue, 23 Dec 2025 23:00:00 +0000 revenue Gerstner reports Altman disclosed OpenAI is doing more than $13 billion in revenue. 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 revenue Gerstner calculates OpenAI's rumored $150 billion valuation represents 15 times forward revenue of roughly $10 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 revenue 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 revenue