Latest Interviews
Showing 16–30 of 34 transcripts.
Clear all filters- All-In Podcast1h 27m
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
Mamdani, Brad Gerstner, Altman, Jensen Huang, chamath, Jason, DavidSacks, friedberg, yung_spielburg, TheZachEffect, sama, JDVance, houmanhemmati
OpenAI announced a revised $20 billion revenue run rate and $1.4 trillion in infrastructure commitments, prompting partner stock declines and clarifications that federal bailouts are not being pursued. While market sentiment remains cautious due to spending uncertainty, panelists predict a shift back to risk-on investment strategies by February alongside a federal regulatory push to preempt state-level restrictions. The discussion further highlighted geopolitical AI competition, a growing youth unemployment debate attributed to structural economic issues rather than AI automation, and the upcoming expansion of Foundry University to new international markets.
- All-In Podcast1h 28m
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Trump, Brad Gerstner, Jason, Friedberg, Chamath Palihapitiya, David Sacks
A multilateral framework addressing the Israel-Hamas conflict, U.S. immigration enforcement in Chicago, and the $60 billion OpenAI-AMD semiconductor partnership dominated recent strategic discussions, featuring President Trump's two-phase peace plan and a contentious National Guard deployment. Panelists analyzed how geopolitical stability could unlock Middle Eastern oil monetization while evaluating the economic implications of Trump's ICE operations and the massive shift in AI capital expenditure toward energy capacity. Concurrent macroeconomic shifts, including a surge in gold prices driven by central bank diversification and the professionalization of Polymarket betting markets, further underscored the panel's focus on emerging global power structures and financial innovations.
How The Rarest Company On Earth Raised $75M from Altimeter
John Maslin, Brad Gerstner, Erik Kriessmann, Rajeev Misra, Molly O'Shea
Vulcan Elements has secured a $65 million Series A round to accelerate its mission of decoupling U.S. rare earth magnet supply chains from China by developing sovereign refining and manufacturing capabilities. The company, led by CEO John Maslin and supported by an advisory board including former Deputy National Security Advisor Nadia Shadlow, is already operating at over 95% capacity while fulfilling Defense Department contracts for critical military and emerging physical AI technologies. With new funding, Vulcan plans to announce a second facility and triple its engineering workforce to meet a projected 10x surge in global demand by 2027 as mandated by recent federal legislation requiring verified domestic provenance for defense hardware.
- Milken Institute1h 0m
Bold Proposals for Protecting the Free-Enterprise System while Closing the Wealth Gap | GC 2024
Michael Milken, John Hope Bryant, Brad Gerstner, Teresa Ghilarducci
At a May 2024 Milken Institute panel moderated by Michael Milken, experts including Stephen Mnuchin, Brad, John Hope Bryant, and Theresa outlined a consensus strategy to protect the free enterprise system by replacing wealth taxes with universal financial literacy and private capital access. The discussion detailed specific legislative and corporate initiatives such as the Retirement Savings for American Act and the "Invest America" proposal, which aim to automatically enroll millions of workers in retirement accounts and establish seed accounts for newborns to counteract economic inequality. Proponents argue these structural reforms, alongside private equity expansion, are essential to prevent national decline and ensure that the impending intergenerational wealth transfer builds lasting capital rather than dependency.
- Milken Institute1h 0m
Proposals for Protecting the Free-Enterprise System while Closing the Wealth Gap | Global Conference
Michael Milken, John Hope Bryant, Brad Gerstner, Teresa Ghilarducci, Steven T. Mnuchin
On May 8, 2024, the Milken Institute convened a panel featuring Treasury Secretary Steven Mnuchin, investor Brad Jacobs, and advocate John Hope Bryant to propose structural reforms that reconcile free enterprise with closing the wealth gap. The group outlined specific legislative and private-sector solutions, including the "Invest America Birth Account" to seed universal child savings and the Retirement Savings for Americans Act to automatically enroll workers in retirement plans. These initiatives aim to mitigate retirement insecurity and promote financial literacy by 2026, leveraging contributions from high-net-worth donors and private equity firms while avoiding wealth taxes that could stifle innovation.
- All-In Podcast1h 36m
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
Bill Gurley, Brad Gerstner, Calacanis, Friedberg, Chamath Palihapitiya, David Sacks, J. Cal
In this All-Star Summer episode, hosts J.C. Calacanis and David Sacks discuss venture capital dynamics and career strategy with guests Brad Gerstner and Bill Gurley. The panel analyzes the post-2021 market correction, noting that Series A valuations have returned to 2019 levels while predicting a near-term distress cycle for overvalued late-stage companies. Additionally, the conversation explores investment discipline regarding AI mania, critiques of private market valuation opacity, and the accelerating global risks of climate change alongside historical performance benchmarks.
- All-In Podcast1h 38m
E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
Jcal, Calacanis, Friedberg, Chamath Palihapitiya, David Sacks, Brad Gerstner
In the debut episode of *All In* without host Jason Calacanis, moderators Dave Friedberg, Chamath Palihapitiya, David Sacks, and Brad Gerstner analyzed Meta's strategic launch of Threads while debating the potential for AI to shift from information retrieval to action agents. The panel further assessed a soft economic landing driven by cooling labor markets and discussed the geopolitical implications of recent Chinese balloon corrections and US immigration policy failures. Complementing these macro discussions, Gerstner outlined a specific preventative protocol for cardiovascular health, recommending coronary calcium scans for adults over 40 to mitigate heart attack risks.
- All-In Podcast1h 58m
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
Brad Gerstner, Chamath, Friedberg, Bill Gates, Huffman, Nat Friedman
Chamath Palihapitiya participated in the World Series of Poker while traveling economy, finishing in the top tier of several high-stakes fields despite self-admitted tactical shortcomings. Following his poker run, Palihapitiya and Brad Gerstner discussed macroeconomic trends regarding Federal Reserve rates and tech valuations, alongside critiques of AI startup funding models that they argue mirror historical infrastructure bubbles. The conversation also examined structural shifts in internet search, regulatory barriers to startup acquisitions, and debunked misinformation surrounding genetically modified mosquitoes and sunscreen ingredients.
- All-In Podcast1h 56m
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Brad Gerstner, Chamath, Calacanis, Friedberg, Marc Benioff, Elon Musk, Draymond Green, Jason, David, Jake
Industry leaders Doug Leone and Chamath Palihapitiya analyze a generative AI sector characterized by $11 billion in startup funding and a predicted consolidation wave, while macroeconomic shifts toward higher interest rates and private market down rounds force companies like Instacart and Salesforce to prioritize profitability over growth. Concurrently, geopolitical tensions intensify as the U.S. mandates a hard decoupling from China affecting TikTok and supply chains, sparking fierce debate over foreign policy strategy regarding Russia's war in Ukraine and the potential economic fallout of reduced global trade efficiency. Within the public markets, critics like Brad Gerstner warn of inflated earnings quality and excessive stock-based compensation, urging a return to operational discipline despite consumer resilience driven by social security adjustments.
Brad Gerstner: Why high interest rates mean low company valuations
Brad Gerstner, Harry Stebbings
The firm advocates for strict valuation discipline by applying a 20% discount to pre-pandemic multiples to ensure margins of safety against rising interest rates. It adjusts capital deployment inversely to market sentiment, expanding during panic but rejecting current growth stock corrections as fully priced rather than genuine opportunities. Looking forward, the strategy targets long-term value creation in cloud and AI sectors, contingent on a stabilized cost of capital and a return to predictable market conditions.
- All-In Podcast1h 41m
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
Brad Gerstner, Sacks, Ye, Chamath, Gavin Newsom, David Friedberg, Jason Calacanis, Jake
Panelists analyzed Kanye West's acquisition of the unstable social network Parlor amid his public mental health crisis, sparking debate on media ethics regarding amplifying harmful rhetoric versus platform fragmentation. The discussion expanded to broader market dynamics where rising interest rates are forcing corporate discipline and valuation resets across Meta, Snap, and the venture capital sector. Additional topics included California's contentious Prop 30 tax measure and cultural critiques of consumer behavior regarding alternative proteins and default service options.
Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935
Brad Gerstner, Warren Buffet, Chamath, Gurley, Harry Stebbings
Altimeter Capital founder Brad Gerstler applies a risk-averse, family-informed investment philosophy focused on identifying "Super Cycles" and the Power Law rather than chasing momentum trends. By maintaining a flat, "SEAL Team Six" firm structure, Gerstler prioritizes deep thesis development and radical candor to outperform larger, diluted competitors despite recent valuation corrections. This disciplined approach emphasizes essentialism in portfolio management and aligns long-term partner incentives with a legacy of impactful, high-conviction venture capital.
- Goldman Sachs47 min
Investing with Altimeter Capital’s Brad Gerstner
Brad Gerstner, Katie Koch, Alison Nathan
Altimeter Capital founder Brad Gerstner forecasts a deep global recession followed by a deflationary shift, positioning the current market dislocation as a historic buying opportunity for high-quality private and public technology assets. He outlines a concentrated investment strategy that prioritizes secular AI and data trends over cyclical volatility, specifically highlighting undervalued opportunities in Meta, Snowflake, and the broader enterprise cloud migration. Beyond portfolio performance, Gerstner advocates for structural wealth inequality solutions through the "Invest America" initiative, which proposes universal investment accounts to democratize ownership of the American economy.
- All-In Podcast1h 39m
#AIS: Bestie AMA with Valor's Antonio Gracias
Antonio Gracias, Chamath, Calacanis, Friedberg, TheZachEffect, David Sacks, Glenn Greenwald, Bill Lee, Jeff Skoll, Dave Goldberg, Tony Hsieh, Chase Coleman, Brad Gerstner, Vinod Khosla, Michael Schellenberger, Andrew Yang, Elon Musk, Steve Jobs, Tim Cook, Samantha, Bobbin, Science Boy, Ted, Mike, Chris, Sarah, Joanna, Kate, Aria, Kenneth Brown III, Sonny Lampa, Prem, Phil Deutsch, Jan, Matthew, Elizabeth Holmes
Antonio García Martínez and his investment partners argue that American manufacturing resilience depends on prioritizing Return on Invested Capital over revenue multiples, citing Tesla's operational necessity for onshoring as a counter to the short-term cost-cutting that drove industrial decline. This philosophy, forged through high-stakes poker networks and tested by a 2008 existential bet on Tesla and SpaceX, drives their current advocacy for a neutral energy policy and a macroeconomic outlook anticipating a brief recession followed by a capital market reset to pre-2020 valuation norms. By rejecting commoditized hardware markets and financial engineering in favor of high-barrier innovations, the group predicts a mini-retooling era where biomanufacturing and in-person collaboration define the next cycle of value creation.
- All-In Podcast1h 49m
E83: Market slide continues, and how to address Uvalde
Brad Gerstner, Sacks, Calacanis, Friedberg, TheZachEffect, Jason, Chamath Palihapitiya
The 2022 All In Summit assembled founders, investors, and podcast personalities like Chamath Palihapitiya and Jason Calacanis for an unscripted gathering marked by significant COVID-19 transmission and a high-profile confrontation between Calacanis and Palmer Luckey. Beyond its operational challenges, the event delivered stark market insights as leaders warned of a prolonged bear market, redefined startup viability around cash flow, and criticized the shift toward strict corporate governance. The summit also featured a consensus-driven segment on gun policy following the Uvalde tragedy, where panelists advocated for "Red Flag Laws" and technology-facilitated early warning systems to address the specific demographic profiles of mass shooters.