Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
BG2Pod with Brad Gerstner and Bill Gurley
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Tech Giants and AI: Collaborations and Controversies
This chapter explores the rumored collaboration between Apple and Google on the AI model Gemini, analyzing the challenges each faces in their AI advancements. It highlights the importance of voice AI, particularly the evolution of Siri, as well as TikTok's financial dynamics and regulatory issues in the U.S. The discussion extends to the geopolitical implications of TikTok's status, addressing the potential for an AI cold war that may influence U.S.-China relations.
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