NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
BG2Pod with Brad Gerstner and Bill Gurley
00:00
Navigating AI's Evolving Economics
This chapter introduces the 'girly negative gross margin AI theory,' examining how AI companies navigate market dynamics similar to the internet revolution. It highlights the challenges of profitability, variable costs, and the evolving strategies of major players against the backdrop of technological price declines and economic uncertainties.
Transcript
Play full episode
