Gerstner says AI labs need $180 billion revenue run rate by year-end

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  • Brad Gerstner said leading AI labs must raise combined annualized revenue to $180 billion by year-end.
  • $100 billion was the estimated combined revenue run rate for Anthropic, OpenAI and SpaceX.
  • Altimeter held 9.41 million Nvidia shares worth $1.88 billion at June 30.
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