VC Brad Gerstner hypes AI on CNBC while his AI exposure sits at 3-year low
SumitGup · x · 2026-10-16
Investor Brad Gerstner, hyping AI on CNBC, was caught off guard and admitted his fund's AI exposure is 'the lowest it's been in 3 years' per a presentation from a month ago — while having sold most of his AI investments. Ed Zitron amplified the clip, mocking: 'why would Brad's exposure be so low if his conviction is so high.' Fuel for skeptics of AI-market enthusiasm.
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