Host

Brad Gerstner

Founder & CEO, Altimeter Capital

Real Alpha has cut one moment of Brad Gerstner (Founder & CEO, Altimeter Capital) talking, from an interview on BG2 published Jun 11, 2026.

What Brad Gerstner said

BG2 · Jun 11, 2026 · 3 min
Why $1.5T of AI CapEx can still pencil out against $300B of revenue
“we're spending $1.5 trillion of CapEx on $300 billion of inference revenue.”
Brad Gerstner1:04:47

The episode

BG2
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang
Gavin Baker, Andrew Fox & 1 more
1:04:07of 1:20:48 · Jun 11

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