Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30)...View more