The Minutes of Brad Gerstner on roi https://minutesof.com/brad-gerstner/on/roi/ Everything Brad Gerstner has said on roi: 2 verbatim quotes between December 2025 and July 2026, each with a timestamp and a link to the recording it came… en Fri, 23 Oct 2026 11:01:34 +0000 Gerstner says $3 vs $15 inference cost is irrelevant when replacing $200/hour consultants with AI. https://minutesof.com/q/66b4e5c7-97fa-4ee3-be7d-b6576e351c41/ https://minutesof.com/q/66b4e5c7-97fa-4ee3-be7d-b6576e351c41/ “It's just irrelevance. That inference cost difference is irrelevant if you're getting something that's bulletproof for $15.” — All-In Podcast Mon, 13 Jul 2026 20:30:36 +0000 roi Gerstner says $250B NVIDIA spend implies $500B total capex requiring $1 trillion in AI revenue to justify. https://minutesof.com/q/68db80b0-110a-4145-aab0-1801a145e43a/ https://minutesof.com/q/68db80b0-110a-4145-aab0-1801a145e43a/ “Assuming that is just 50% of the CapEx, you're spending about 500,000,000,000 on CapEx, and 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 roi