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Brad Gerstner on AI · ViralLoop

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Post by Brad Gerstner on X

Brad Gerstner@altcap

Must watch. Krishna is humble & purposely flies under the radar - but as the clip shows is a highly strategic thinker & incredibly well spoken CFO about where the company & industry is headed. An important voice in the AI discussion. 👊🇺🇸

339 likes16 repliesPosted May 13, 2026

View the original on X Written by Brad Gerstner. Captured Sep 4, 2026.

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Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Short enough to read in full without expanding, which removes a step before the point lands.
Short sentences keep the pace up, so the reader never has to re-read a line.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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It’s patently absurd that Apple isn’t smart enough to make their own AI, yet is somehow capable of ensuring that OpenAI will protect your security & privacy! Apple has no clue what’s actually going on once they hand your data over to OpenAI. They’re selling you down the river.

More from Brad Gerstner

As to rumors about the gov’t taking stakes in AI companies: 2 conditions MUST be met: (1) voluntary contribution vs. the Bernie forced tax / taking; (2) directly to citizen owned accounts vs. the Bernie slush fund. Coordinated by gov’t - but NEVER owned by gov’t. 🧐💰🇺🇸🚀

The world finally realizing that $DELL is building the backbone of American AI. $51B + backlog. AI Server revenue + 757%. Full year guide from $140 B to $168 B. And the largest philanthropic gift in history $250 to 25 M American kids. The Best of America! 💪🇺🇸🚀

Jensen - “We are growing share in inference very very quickly…we are bringing on a very significant amount of capacity for Anthropic at AWS, Azure and CoreWeave and until recently our share of Anthropic was zero.” 📈🧐

Anthropic: "Today, our run-rate revenue is $14 billion - with this figure growing > 10x annually in each of the past three years." @AltimeterCap happy to return again as a Major Investor in the latest $30 B / $380 B round. 👊🚀

Dev - thx for one of the most epic runs in SV history. @AltimeterCap invested in two pre-IPO rounds in 2013 & 2015 - they were hard rounds to get done - growth was slowing but we believed in Dev. He launched Atlas, built a world class team & the rest is history. 🫡🚀🙏

Congrats $RDDT. IPO “windows” are a myth. Public market are always open. Its just that equity risk premiums move up and down and so IPO pricing must change to reflect that reality. The company selling shares just needs to decide if they are will to accept that price. 👊