Brad Gerstner(@altcap):Pod up! Some good nuggets on lab revs, Nvidia supply unlock, AI capex & millions of Nvidia agents to employees as we enter the singularity & recursive flywheel starts spinning. 🧐🇺🇸🚀 @JensenHuang @BG2Pod

Brad Gerstner

@altcap

Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod

加入 January 2009

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Brad Gerstner@altcap

2026.10.15 13:39

Pod up! Some good nuggets on lab revs, Nvidia supply unlock, AI capex & millions of Nvidia agents to employees as we enter the singularity & recursive flywheel starts spinning. 🧐🇺🇸🚀 @JensenHuang @BG2Pod