PERSON DIRECTORY
Brad Gerstner
Host of BG2. Brad Gerstner appears in 30 indexed conversations across BG2, All-In, Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Brad GerstnerSatya NadellaSam Altman
Microsoft’s reset with OpenAI converts roughly $13.4B invested into a 27% fully diluted stake, while Azure keeps stateless API exclusivity through 2030 and gains seven years of royalty-free IP access.The near-term bottleneck is powered data-center capacity, not chips; Azure’s 39% growth and $400B RPO contrast with falling intelligence costs, uncertain consumer monetization, and a looming 50-state regulatory patchwork.