No Dark GPU: AI's Compute Scarcity Fuels Explosive Growth
Brad Gerstner argues AI's growth is bottlenecked by physical compute, not adoption. Learn how 'token constraints' drive valuations and massive infrastructure spend.
Where Brad Gerstner Is Investing Billions
With John Coogan, Jordi Hays, Brad Gerstner · Sunday, May 31, 2026
Brad Gerstner discusses the current state of the AI market, emphasizing Anthropic's pivotal role in demonstrating revenue and margins, and how this impacts software valuations based on their 'token flow' proximity. He also addresses the critical threats of data center moratoriums to the US economy and AI leadership, and champions the 'Invest America Act' for universal youth capital ownership. Gerstner concludes with his optimistic outlook on California's economic policy battles, including defeating the wealth tax.
Data Center Bans = US Recession, China Wins AI Overnight
Brad Gerstner warns data center moratoriums would tank US economy, cause recession, and hand AI leadership to China. He's building a bridge to local communities.
The AWS Problem for AI: Why Hyperscalers Need Your Business
Brad Gerstner reveals how hyperscalers' massive AI compute spend forces them into enterprise, making services like Elon's 'EWS' crucial. Builders: adapt or die.