Altimeter's Brad Gerstner on Macro, Tech and Startups

Brad Gerstner, Founder of Altimeter, and I discuss:What can we learn from tech and internet history?Technology cyclesAI, its impact, and how to invest in itMacro shiftsTech startup worldVideoTranscriptBrad GerstnerThanks for having me. I started four companies on the back of a napkin, like, day one. And so I get both excited and know the feeling of sitting where you all are sitting right now. Unfortunately, this guy gets to have all the day-one fun these days because Altimeter tends to invest a ...