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14min chapter
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Navigating the AI Search Landscape
This chapter examines advancements in search technologies, specifically highlighting Perplexity's innovative approach to data retrieval and user engagement compared to traditional models like Google. It addresses user retention metrics, juxtaposing generative AI applications with consumer apps, while exploring the competitive dynamics and monetization challenges in the AI space. The discussion also touches on the evolving capabilities in voice technology and unconventional market strategies as emerging firms strive to carve out a niche against industry giants.
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