
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
Sep 17, 2026 - 18:10
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(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpoc...