
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! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit...