New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade The most anticipated 13F filing this quarter belonged to a fund manager who no longer exists. Leopold Ash, the Wall Street…
Brad Gerstner — Podcast Appearances & AI Summaries
Brad Gerstner has appeared on 5 podcast episodes in our AI-summarized catalog, including Limitless Podcast, All-In with Chamath, Jason, Sacks & Friedberg. Every appearance below has a free 5-minute AI summary.
What Brad said
“Everything was really hard until it got really easy. Nine and a half years of really hard and then 12 months of really easy.”
— Brad Gerstner (describing Cerebras’s IPO journey)
“We started with everybody at the start of the year wringing their hands... saying we're in a big bubble, asking whether the AI revenues would show up to justify all of this investment, and bam, you have the largest revenue explosion in the history of technology.”
— Brad Gerstner, on Anthropic's $30B run rate.
Episode appearances
5 
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI Google lost four top AI researchers in one week, including Jeff Dean — employee number 30 who had…
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Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence Mythos: Real Threat or Marketing Theater? Anthropic is withholding its newest model, Mythos,…
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