Investing in AI
Brad discusses the challenges of investing in AI, emphasizing the importance of thorough research and the difficulty of predicting which private market assets will hold value. He reflects on the current landscape, where public market investments seem more fruitful, and shares a nostalgic story about his first entrepreneurial venture washing boats on a local lake.In this clip
From this podcast

Masters in Business
Brad Gerstner on Tech Investing
Related Questions
How are venture capitalists evaluating AI startups in the episode Is Nvidia in Trouble? + Government Investment Accounts For Kids — ft. Brad Gerstner | Prof G Markets and the clip AI Corporate Dynamics?
What is Brad Gerstner's investment thesis as discussed in the episode Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner and the clip Business Sale Insights?
How does Bill Gurley's investment thesis compare to other VCs in the episode Bill Gurley, Brad Gerstner, & Jason Calacanis on the state of tech markets, hosted by David Weisburd and the clip Investing in a Post-AI Market?