
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
Sep 17, 2026 - 18:10
Radio and PodcastLive Radio & Podcasts
(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker Announceme...