# Brad Gerstner

Markdown copy of https://realalpha.app/people/brad-gerstner/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

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

- Role: Founder & CEO, Altimeter Capital
- On X: https://x.com/altcap

## What Brad Gerstner said

- [Why $1.5T of AI CapEx can still pencil out against $300B of revenue](https://realalpha.app/s/why-1-5t-of-ai-capex-can-still-pencil-out-against-300b-of/)
  BG2 · Jun 11, 2026 · 3 min
  > “we're spending $1.5 trillion of CapEx on $300 billion of inference revenue.” — Brad Gerstner · [1:04:47](https://realalpha.app/v/Tx9jT2c6e3U/?t=3887)

## The episode

- [The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang](https://realalpha.app/v/Tx9jT2c6e3U/) · BG2 · Jun 11, 2026