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Brad Gerstner on AI · ViralLoop

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Post by Brad Gerstner on X

Brad Gerstner@altcap

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.” 📈🧐

483 likes23 repliesPosted May 20, 2026

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

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Viral score

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

From likes, comments.

Why it worked

Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.
Quotes someone directly, which makes the moment concrete rather than summarised.

The mechanics

Hook: Plain observation
Structure: Hook
Style: Conversational paragraphs at a steady pace.
Tone: corporate
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

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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! 💪🇺🇸🚀

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. 👊🇺🇸

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. 👊