The Minutes of Brad Gerstner on venture https://minutesof.com/brad-gerstner/on/venture/ Everything Brad Gerstner has said on venture: 2 verbatim quotes between November 2023 and April 2024, each with a timestamp and a link to the recording it… en Mon, 31 Aug 2026 13:09:10 +0000 Gerstner proposes three investment categories instead of two: venture under $100M revenue, quasi-public over $ https://minutesof.com/q/90a4e6b7-ccbe-458d-a2b7-6dc68fe1759a/ https://minutesof.com/q/90a4e6b7-ccbe-458d-a2b7-6dc68fe1759a/ “One thing that we have done and I've encouraged LPs like endowments to think about is we used to have these two buckets. Right? Venture and public when I talk to technology investors.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 venture Gerstner predicts 80% of AI benefits over next three to four years will go to incumbent platforms, not venture https://minutesof.com/q/b48077e6-8536-45a7-9f8e-8be85810e7ab/ https://minutesof.com/q/b48077e6-8536-45a7-9f8e-8be85810e7ab/ “I think 80% of the benefits of AI over the course of the next three to four years are going to inure to the benefit of the incumbents, to the larger platforms that are already public today whose businesses will get better. Their bottom line margins will expand. Their top lines will reaccelerate.” — Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 venture