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BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod with Brad Gerstner and Bill Gurley
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Top Moments
I got to take a ride in full self-driving 12 ... It was mind-boggling. I think this is going to be a bit of a ChatGPT moment for full self-
driving.
Brad Thinks Tesla Full Self-Driving V12 Will Be a ChatGPT Moment
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
We've talked in the past about how an LLM could be a user interface disruption, so you could imagine a small business starting with a CRM that is only
voice.
Why Memory Could Create the Next 10x Moment for ChatGPT
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
The way we approach the analysis for all large cap tech, we said, does their existing business get better or worse because of AI? And then do their new business opportunities get
bigger?
Meta Is Thriving Because of AI; New Business Opportunities Are Plentiful
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
And then we had what I thought was a really provocative tweet at the end of the week from Larry Summers where he said the next move by the FED could be
higher.
Now Late February 2024, Larry Summers Thinks the Next Move From the Fed Could Be Higher Rates
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
Google does about 10 billion queries a
day.
ChatGPT Is Stealing Information Retrieval Queries From Google; Brad Predicts the Business' Future
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
Clips
Action-Focused AI Assistants Like rabbit Could Create a 10x ChatGPT-Like Moment
7:20 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Now Late February 2024, Larry Summers Thinks the Next Move From the Fed Could Be Higher Rates
3:51 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Why Memory Could Create the Next 10x Moment for ChatGPT
5:41 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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With NVIDIA Booming, Can AWS Stay Competitive From a Silicon Perspective?
2:35 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Brad Thinks Tesla Full Self-Driving V12 Will Be a ChatGPT Moment
0:49 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Brad Gerstner: This Is Why NVIDIA Is Like Booking.com
3:11 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Investors Knew Microsoft Would Boom During the AI Wave
2:28 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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ChatGPT Is Stealing Information Retrieval Queries From Google; Brad Predicts the Business' Future
7:48 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Does AI Help or Hurt Amazon's Business? Brad Gerstner Reacts
1:56 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Competitive Advantage Period (CAP) Predicts How Long a Company Will Remain Dominant
3:23 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Why Bill & Brad Are Skeptical That New Chip Companies Can Out-Compete NVIDIA
1:21 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Sam Altman Is Trying to Raise Trillions for AI Chips; Brad & Bill React
5:32 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Meta Is Thriving Because of AI; New Business Opportunities Are Plentiful
5:45 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Brad Gerstner Dives Deep on the AI Chip Market: NVIDIA's Dominance, Margins, & Future
9:25 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Why Texas Could Never Compete With Taiwan When It Comes to Fab Plants for AI Chips
7:48 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Google's Growth Is Slowing Compared to Other Tech Giants; Here's What Brad Is Watching For
3:52 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Bill Gurley Predicts Apple's Fate in the Wake of AI
2:47 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Bill Gurley Doesn't Think Perplexity's Answer Quality Is Much Better Than Google's
3:09 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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Chatting With Brad Gurley About Tech Helps Brad Stay at the Top of His Game
1:46 ·
BG2 with Bill Gurley &
Brad Gerstner
| NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up |
E03
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