BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
BG2Pod with Brad Gerstner and Bill Gurley
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Meta's Momentum and AI Innovations
This chapter examines Meta's notable stock increase and the advancements in AI technology driving its growth. It also critiques the market's simplified earnings analysis while exploring the strategic implications of cloud software development and the competitive landscape among tech giants.
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