Brad Gerstner

Summer pod up. 🇺🇸🇺🇸

@RepPatHarrigan Turns out Americans want their kids to be shareholders on Team America! 🇺🇸🚀

In just 5 days, families have poured over $125 million of their own money on top of that seed funding: 💰 70% of contributions under $250 💰 60% under $100 💰 6.5 million kids already have accounts This is real families building real futures for their kids, starting right now. If your child was born between Jan. 1, 2025 and Dec. 31, 2028 and has a valid SSN, they're eligible for the $1,000 to get started.

@nikesharora 🎯🎯🎯

Summary: I spent time trying to figure out this orchestration layer problem, can we design a multi model architecture in the long term. The more I dug in the more I understand that trying to build an abstracted layer is hard. As agentic activities increase and agent chaining and complex tasks get assigned to AI it will become harder to move between models. There is a reasonable probability that 75% of the enterprises will build their implementation of the solution to their core problem around one model "stack". Token price reduction by 90% is the solve and mobility between models from the same frontier lab! Evals, harnesses, cache memory are the moats and I don't see models providing simple abstraction to those. I know there are efforts to do this out there, the long term solve for orchestration if it works will need to be "Claude code" level of design genius. Here's a chat with Fable @HamzaFodderwala had. **Why abstraction looks easy.** Models are stateless — every API call is weights + a prompt assembled at runtime. Everything the model "knows" about you — memory, documents, history, tools — is injected into the context window by software outside the model. So in principle, all your state already lives outside the weights. The catch is what "state" includes. **Layer 1 — Data (fully portable).** Enterprise documents, tickets, logs. Retrieved via RAG: text is chunked, embedded, stored in a vector database (Pinecone, pgvector), and relevant pieces are fetched into the prompt per query. The embedding model is separate from the LLM, so this layer is genuinely model-agnostic. Already solved. **Layer 2 — Memory (portable in principle).** Systems like Mem0 and Zep sit between the app and the model: after each interaction they extract salient facts ("user prefers X"), store them as plain text, and inject the relevant ones into future prompts. Because the artifact is natural language, it reads into any model. Facts port. **Layer 3 — Orchestration/routing (works, but only for shallow tasks).** Gateways like OpenRouter and LiteLLM normalize API differences and route each request to the cheapest capable model. This is the fungibility layer being furiously built. It genuinely works for one-shot, verifiable tasks — classification, extraction, summarization — which conveniently are the tasks where cheap models suffice anyway. **Where it breaks — the non-portable state.** Four things stay behind when you switch: - **The harness.** Prompts, tool schemas, and guardrails are tuned to one model's quirks. An agent must get every step right, so reliability compounds: a model that's 98% reliable per step completes a 50-step task about a third of the time; at 90% per step, it almost never finishes. Swapping models costs you a few points per step — the difference between an agent that works and one that doesn't. - **The evals.** Swapping means re-testing everything and re-fixing every regression. The real switching cost isn't data migration — it's re-verification. Nobody has abstracted that. - **Procedural memory.** Facts port; skills don't. Cached successful workflows and learned workarounds are conditional on the model that produced them. - **Cache pricing.** Provider-specific, worth 75–90% of input costs on agentic workloads. Quiet lock-in. **The labs' angle.** They offer hosted memory, hosted file stores, caching, fine-tuning — every one pulls state from your side onto theirs. The labs will crack memory first, but as lock-in, not portability. Nobody standardizes their own exit door. MCP is the partial exception: it standardizes tool and data access across models, but doesn't touch harness tuning or evals. **Where 3P vendors fit.** Routers are thin-margin commodity plumbing; vector DBs and memory infra are real but small. The two structurally interesting positions: **eval platforms** (LangSmith, Braintrust) — since switching cost equals re-verification cost, whoever industrializes cross-model testing actually enables fungibility.

@TRanzetta @NextGenPF Tim - you have been an amazing leader on financial literacy - I have no doubt that @TrumpAccounts will be a huge accelerant yo your already amazing work! 🇺🇸🚀💰

@altcap Great work, Brad! The team at @NextGenPF looks forward to preparing the tens of thousands of teachers to provide students with the investing lessons they need to thrive in the future.

Dear America,   Starting today, on the 250th birthday of our country, millions of children will now benefit from a new & powerful American birthright - a privately owned investment account from birth. Every child a shareholder in the great American economy! American capitalism is the greatest prosperity-creating engine the world has ever known. It has unlocked unprecedented abundance for our country and untold life-advancing innovation. From clean food & water to cars & planes to vaccines & cures to computers & phones.  Through depressions & world wars, through panics & pandemics, betting on America has been the best investment in human history.  But far too many hardworking families feel like they are on the outside looking in - like the American Dream has become out of reach.  The Invest America Act changes all that. Signed into law by President Trump it establishes the Trump Accounts - launching today - making every child a shareholder from birth.  Every account seeded with $1000 in America's best companies - making every child a direct participant in our stock markets & American capitalism.   But it doesn’t stop there.  Representing the best of our civic traditions, an unprecedented outpouring of additional private  contributions into these accounts is already underway. Billions of dollars have been committed by philanthropists & corporations to tens of millions of children across the country. A new form of massive, direct philanthropy & corporate benefits directly to America’s kids is just getting started. From adopting all the kids of a school or organization to a city or state.  America is the most giving country in the history of the world - and Trump Accounts provide a new open source platform to enable anybody to contribute to anybody.   Trillions of dollars will compound in these accounts over the next 20 years.    But this is about more than just figures on an account statement. By investing in the next generation, our country is providing tangible opportunities to all future generations of Americans: an education, a first home, the ability to start a business, and the foundation for a lifetime of savings. Trump Accounts provide hope to those feeling hopeless - unlocking unlimited human potential. Trump Accounts do this through a massive public - private partnership that empower the individual not the state.  They double down on free market capitalist democracy by empowering the individual rather than growing dependency on government.  Aligning citizens with capitalism rather than pitting them against it.  Perhaps of equal importance, let us not lose sight of the fact that this is a movement that unites our country. Despite the many issues that divide us, this one big idea brings everyone together. From the most conservative to the most progressive leaders, we have found people of goodwill willing to step up and do the right thing to help the next generation.  Trump Accounts represent the very best of our democracy and the American promise issued two hundred and fifty years ago today. I am grateful to all those who have partnered with us to get this far and we dedicate our tireless efforts to make certain that the Invest America Act achieves its maximum potential.  Let us advance into the future with a renewed sense of confidence, optimism and restored faith in the American Dream for EVERY American.    Happy 250th Birthday, America! Brad Gerstner July 4, 2026 @TrumpAccounts @InvestAmerica24 @WhiteHouse @MichaelDell

Day 1. 🇺🇸🚀💰

@APompliano @MattLira @TocRadio Engagement off the charts and we are still in the very very early innings of what is to come. Demonstrates massive product market fit with American families across party lines. 🇺🇸🤍

The Trump Accounts are being adopted very quickly. “In first 5 days: - about $125M in individual contributions, excluding seed/philanthropic contributions - 70% of contributions under $250, 60% under $100 - Over 6.5M accounts claimed” Insane growth. Data: @TocRadio.

@EricLDaugh Day 1. Much bigger things coming. But this is the magical unlock that makes everybody a direct owner & participant in our capital markets rather than increasingly dependency on the govt. This is economic freedom! EVERY child a shareholder. 🇺🇸🤍

🚨 JUST IN: In a MASSIVE shock to the Fake News, Trump Accounts in 5 days have received a SURGE of +$125 MILLION DOLLARS for America's children — that's not even counting $1,000 seed money and wealthy donor contributions 6.5 MILLION American children have accounts, and a vast majority of contributions are below $250, per Washington Examiner THIS IS BECOMING A HUGE WIN The benefits of this will be felt for generations. Imagine the compounding interest these kids will see when they are grown! 🇺🇸 They'll be thanking 47.

@fidjissimo Awesome human - we are all with you. 🤍🤍

Today, I shared with the OpenAI team that I have decided to leave my full-time role at OpenAI and transition to being a part-time advisor. Three months ago, I had to go on medical leave after a severe exacerbation of a chronic illness I’ve lived with for seven years. During that time, it became clear that the road to recovery would be much longer and more complex than I had anticipated—and that I needed to focus on it fully. When I went on leave, many people told me I was courageous for prioritizing my health. The truth is that I am only making this decision now because I failed to make it many times before. Over the years, doctors, friends, colleagues, and loved ones encouraged me to slow down. Two years after I got sick, Facebook offered me the opportunity to take a full year of medical leave. I didn’t even pause to consider it. I immediately said no. At the time, Zuck told me I should play the long game. I wish I had listened. Looking back, I realize that a lot of what made me successful also made this decision incredibly difficult. I grew up believing that opportunities were precious and that when they appeared, you grabbed them with both hands. That mindset carried me from a small town in southern France to opportunities I never could have imagined. By the time I turned 40, I had already gotten to do more than I’d ever dreamed possible as a kid growing up in Sète. I love building. My work has always given me a deep sense of purpose. OpenAI in particular felt like a role that my entire career had been building toward, which made this decision even harder. But what I’m learning now is that grit and endurance are not the only skills required to have impact over decades. Sometimes the harder thing is to stop, listen, and trust that taking care of yourself today makes it possible to contribute for much longer tomorrow. This experience has also strengthened my conviction about why this work matters. It has been a jarring experience to spend my days helping build the future while simultaneously navigating a disabling disease that still has no cure. Over the last seven years, I’ve spent countless hours in doctors’ offices, dealing with symptoms, treatments, insurance, uncertainty, and all the invisible work that comes with being a patient. Like millions of others living with chronic illness, I’ve experienced firsthand how difficult healthcare can be to navigate, even when you have every possible advantage. More than ever, I believe that some of the most important opportunities for AI lie in helping people solve real problems in their daily lives: their health, their finances, their time and the everyday burdens that shape human experience. In particular, curing disease is the most important thing AI could accomplish. I’m excited to continue working towards cures through OpenAI but also through my work with @ChronicleBioAI and @CODA_research. I’m deeply grateful to @sama, @gdb and the OpenAI board for their support during this time and for offering a way for me to continue contributing to the mission without sacrificing my chances of recovery. I’m also so thankful to my team and the many extraordinary colleagues I’ve had the privilege to build alongside. For now, my focus is recovery. But my belief in the potential of technology to solve deeply human problems has never been stronger.

Millions of people - moms & dads, friends & family & small businesses making small individual contributions into kids @TrumpAccounts. This is the dream! As easy as Apple Pay - double click on your phone takes < 10 seconds. Give it a try - add to a kid’s dream today! 🇺🇸🚀💰

@Cernovich 🎯🎯🎯

Once parents fully understand Trump Accounts, it will be a massive weight lifted. Everyone has financial struggles. But knowing the kids will have a little something? Man. These are huge. Educating people on them, telling them to open them, so important. Civilization level.

@SpeakerJohnson Thanks for being among the earliest & most critical supporters Mr. Speaker! 🇺🇸🚀

Trump Accounts are an investment in the American Dream for future generations. This $1,000 fund allows hardworking families the opportunity to create financial stability for their children from day one. REMINDER: EVERY DEMOCRAT OPPOSED ALLOWING PARENTS TO INVEST IN THEIR CHILD’S FUTURE. Learn more: trumpaccounts.gov

Thank u Governor - it turns the parents of America agree! @TrumpAccounts are the #1 app in America for a reason - it’s great policy for America’s kids & families. Thx for your support - every child a direct shareholder in the American Dream! 🇺🇸🙏🚀

@infoinvt @TrumpAccounts 🇺🇸🚀

“This is not a program. This is a platform [@TrumpAccounts]. It is the largest unlock of direct philanthropy in the history of the country.” – @altcap

@alexisohanian I felt as though I was alone - now am seen. Thank u. Total fraud.

This is one of those normalized frauds that really annoys me.

@jhartsteinmann Ownership society is the American Dream. Dependency society is the European dream.

It’s about time we raised a generation of OWNERS, not dependents! Every American child can open a Trump Account, and every child born between January 1, 2025, and December 31, 2028, will receive a $1,000 investment to jump-start their future. The comeback of the American Dream is here 🇺🇸 trumpaccounts.gov

@nikesharora Percentage share of wallet / dollars is going up at closed source / frontier models over last 6 months. Decision makers are saying with their choices that the advantages accruing to a single model outweigh the downside of being single threaded for now. 🧐🧐

Yes

@RickJacksonGA 🇺🇸🚀

Trump Accounts are a huge win for the next generation of Georgians and Americans. I’m especially thankful that Georgia’s foster kids are automatically being enrolled in these accounts with a $1,000 deposit. When I’m governor, I’ll push for the state to add another $1,000 to each account to match that deposit.

@MicronCEO @WhiteHouse @TrumpAccounts @MicronTech @POTUS @investamerica 🇺🇸🙏🚀

A historic day at the @WhiteHouse. The first opening bell ever rung from the Oval Office, launching @TrumpAccounts for America’s children. On behalf of @MicronTech, I am honored to stand with @POTUS, @InvestAmerica, and fellow leaders as we help provide Trump Accounts for 1 million children. Together, we’re giving the next generation a real stake in the American Dream.🇺🇸

@jgebbia @MattLira 💥💥💥

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@bscholl @boomsupersonic LFG! Every child a shareholder in the American Dream! 🇺🇸🚀

You sly dog @altcap, you actually did it. This is the most amazing gift to American Capitalism. Proud that @boomsupersonic was one of the first to provide matching contributions.