The Next Internet: Brad Gerstner & Mark Mahaney 10/15/25
In the latest corporate integration with OpenAI, consumers can now shop at Walmart directly through ChatGPT. Internet analyst Mark Mahaney discusses the impact of corporate and AI partnerships and the future of the online landscape. In a wide-ranging interview, Silicon Valley investor and founder Brad Gerstner, CEO of Altimeter Capital, shares his perspective on China, the AI and chips arms races, and interest rates. Plus, soybeans and cooking oil are caught in the middle of the U.S.-China trade war, and Jamie Dimon has weighed in on AI. Mark Mahaney - 16:06 Brad Gerstner - 25:24 In this episode: Brad Gerstner, @altcap Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In the latest corporate integration with OpenAI, consumers can now shop at Walmart directly through ChatGPT. Internet analyst Mark Mahaney discusses the impact of corporate and AI partnerships and the future of the online landscape. In a wide-ranging interview, Silicon Valley investor and founder Brad Gerstner, CEO of Altimeter Capital, shares his perspective on China, the AI and chips arms races, and interest rates. Plus, soybeans and cooking oil are caught in the middle of the U.S.-China trade war, and Jamie Dimon has weighed in on AI.
Mark Mahaney - 16:06
Brad Gerstner - 25:24
In this episode:
Brad Gerstner, @altcap
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Cameron Costa, @CameronCostaNY
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.