Brad Gerstner at All-In Summit: who pays for AI CapEx, the gigawatt gap and semis eating the Nasdaq
DavidSacks · x · 2026-09-18
Investor Brad Gerstner's All-In Summit talk breaks down the economics of AI CapEx: whether AI revenue can justify the build-out, the gigawatt gap and power constraints, semis eating the Nasdaq, and "not firing, just not hiring" as AI's labor impact. Risks covered include AI regulation, the nuclear precedent, and rising rates.
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