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Long-form 2026-09-17 · 05:15 ET
All-In — Gerstner: no AI bubble; semis = ~70% of Nasdaq return
Altimeter's Brad Gerstner on All-In: earnings-driven tape, offtake must fund Mag5 capex, Dylan 43GW too hot (~25GW), lab RR as takeoff switch. [asr]
asr All-In Podcast · NVIDIA · Anthropic · OpenAI
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Brad Gerstner

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All-In — Gerstner: no AI bubble; semis = ~70% of Nasdaq return
Altimeter's Brad Gerstner on All-In: earnings-driven tape, offtake must fund Mag5 capex, Dylan 43GW too hot (~25GW), lab RR as takeoff switch. [asr]
Thu, 17 Sept 2026 · 05:15 ET Long-form asr