Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Meta's Move into Hyperscaling
This chapter explores Meta's strategic entry into the enterprise hyperscaler market, including its recent hiring trends and product developments. The discussion also touches on industry responses, capital expenditure dynamics, and the challenges faced by AI companies amid rising computational demands.
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