# Where Brad Gerstner Is Investing Billions

Page: https://stenobird.com/podcast/tbpn-7037852/where-brad-gerstner-is-investing-billions
Text version: https://stenobird.com/podcast/tbpn-7037852/where-brad-gerstner-is-investing-billions.md
Podcast: [TBPN](https://stenobird.com/podcast/tbpn-7037852)
Published: 2026-05-29T22:16:05+00:00
Episode link: https://share.transistor.fm/s/7ea62d16
Audio file: https://media.transistor.fm/7ea62d16/1403cadc.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tbpn-7037852/episodes/where-brad-gerstner-is-investing-billions
Duration seconds: 2689

## Resource

This is our full conversation with Brad Gerstner, recorded live on TBPN. We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI infrastructure buildout, why America must continue investing in data centers and compute capacity to stay ahead of China, and his vision for Trump Accounts, a new initiative designed to give every child a stake in the American economy through long-term stock ownership. Sign up for TBPN’s daily newsletter at TBPN.com Follow TBPN: https://TBPN.com https://x.com/tbpn https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231 https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235 https://www.youtube.com/@TBPNLive

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## Transcript

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