All-In with Chamath, Jason, Sacks & Friedberg artwork

AudioSeptember 16, 2026

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

From All-In with Chamath, Jason, Sacks & Friedberg, hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks and David Friedberg

Brad Gerstner on Trump Accounts, whether AI revenue can pay for the capex, the gigawatt build-out, and the risks from regulation, power limits, and rising rates.

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