
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) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are...