The Minutes of Brad Gerstner on skepticism https://minutesof.com/brad-gerstner/on/skepticism/ Everything Brad Gerstner has said on skepticism: 2 verbatim quotes between February 2024 and April 2024, each with a timestamp and a link to the recording… en Mon, 31 Aug 2026 13:09:09 +0000 Gerstner calls out Sam Altman's rhetorical technique of minimizing smartphone market to hype AI potential. https://minutesof.com/q/6ada7c3d-7864-404d-8263-67ceee0910f9/ https://minutesof.com/q/6ada7c3d-7864-404d-8263-67ceee0910f9/ “he juxtaposition to AI versus the smartphone market and then on the smartphone market as being small.” — BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 skepticism Gerstner notes critics compared AI training spending to 2001 dark fiber, claiming pullforward had occurred. https://minutesof.com/q/723a23da-b306-4871-8338-07827779e928/ https://minutesof.com/q/723a23da-b306-4871-8338-07827779e928/ “Everybody said at the last end of last year, we had pulled forward all of the training. You know, this was dark fiber from Internet in 2001.” — CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 skepticism