Brad Gerstner: The World Wants More Tokens

Añadido: 2026-06-02

[00:00:00]company. What did they report on their earnings calls? Google was token constrained. They said, "If we had more tokens, we'd be able to generate more revenue." Same for Amazon. Same for Microsoft. Same from Open AI. Same from Anthropic. The world demands more intelligence. Intelligence can only be produced with tokens, and we have physical limits to the amount of tokens we're going to be able to bring online.

[00:00:18]So, yes, we will have these waves, but I think the rate, the parabolic rate at which these new models are going to produce intelligence, I think we're going to be blown away over the course of next 9 months. You talk independently uh you know, to Michael Truel and the guys at Cursor and now, you know, taking over x.ai or you talk to uh the guys at Anthropic or Open AI, and they kind of look you in the eyes with that Oppenheimer look, and they're like, "We're here."

[00:00:41]>> Yeah.

[00:00:42]>> Right? Like we're like like we are going to Think about this. Open AI and Anthropic combined to start the year had 3 GW of compute. Three, combined.

[00:00:50]>> Mhm.

[00:00:51]>> They're going to end the year closer to 10 and end next year closer to 20.

[00:00:55]>> Yeah.

[00:00:55]>> We're making algorithmic improvements.

[00:00:57]We're making massive steps up the scaling law because the amount of compute we're going to have available to us. Think about, you know, macro hard and macro harder that Cursor's going to now be able to train a frontier-level model on. So, we've got incredible competition in America. We got the right amount of compute coming along.