Squawk Pod The Next Internet: Brad Gerstner & Mark Mahaney 10/15/25
Oct 15, 2025
In this engaging discussion, Brad Gerstner, the Founder and CEO of Altimeter Capital and Silicon Valley investor, dives into the rapidly evolving AI landscape. He shares insights on China's role and the ongoing arms race in chip technology. Meanwhile, Mark Mahaney, an internet analyst, highlights the implications of corporate partnerships with AI, including Walmart's new shopping integration with ChatGPT. They explore whether the AI boom signals a market bubble or a generational shift, alongside strategies for investors to identify true winners amid the hype.
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Agentic Commerce Can Reshape The Internet
- Agentic commerce via ChatGPT and integrations could materially reshape the internet landscape over the next 2–3 years.
- Early integrations (Walmart, Expedia, Spotify) signal greater adoption but still represent incremental growth rather than market doubling.
Build Agentic Capabilities Immediately
- Invest in agentic commerce capabilities and personalized automation now to avoid losing market share.
- Create agents that automate and personalize transactions so customers don't need repetitive prompts.
LLMs Will Expand The Market, Not Just Replace It
- ChatGPT and similar LLMs will accelerate the market like Google did for search by making matching more efficient.
- This expansion creates winners and losers depending on who adopts and integrates effectively.