Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

0:00Our favorite fifth bestie in the world, the one, the only Brad Kersner from Altimeter.

0:06Brad has had unbelievable career starting five companies.

0:10So he's got a very different mentality than your sort of classic hedge fund guy.

0:15He's an amazingly successful guy, and he's put up a tremendous amount of money for every child in America.

0:21All 70 million kids under the age of 18 deserve to have one of these accounts.

0:26This would not be a law if Brad Gerstner did not pursue it with absolute dogged determination.

0:34This is not a program.

0:35This is a platform.

0:37It is the largest unlock of direct philanthropy in the history of the country.

0:41I think the antidote to more socialism is more capitalism.

0:45Please welcome Brad Gerstner.

0:56Wow.

0:58Let's go.