16min chapter

BG2Pod with Brad Gerstner and Bill Gurley  cover image

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

CHAPTER

AI Inference and Business Transformation

This chapter examines the current AI inference revenue landscape and the impact of leading applications like ChatGPT and Copilot on financial outcomes. It explores the integration of AI into workplace tools, emphasizing its potential to enhance productivity, streamline operations, and change traditional software models. The discussion also highlights investor sentiment towards AI-driven startups and the criteria defining the success of various AI products.

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