Brad Gerstner

person↑ rising

2Total Mentions

+0.10Sentiment (Neutral)

+1.4%Velocity (7d)

First seen: Apr 11, 2026Last active: Just now

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1

Founded

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Altimeter Capital
company1 source95% conf.

Recent Articles

2

AI Uncertainty Drives Software Stock Sell-Off, Says Altimeter's Gerstner
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Altimeter Capital founder Brad Gerstner states that recent software stock drops stem from AI-induced uncertainty over 10-30 year cash flows, not poor
4h ago85 relevance
AI Economics Shift: OpenAI Compute Margins Hit 70%, Anthropic Turns Profitable
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Analysis shows AI economics have fundamentally flipped. Firms with owned compute see infrastructure costs remain fixed while revenue scales, leading O
6h ago85 relevance

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