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Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Exploring the Conflict Between Software Optimism and AI Hype Cycle
The chapter delves into the conflict between the enthusiasm for the software industry and the exaggerated expectations around AI, with insights on the impacts of technology disruptions, a competitive landscape between Google and Microsoft, and the strategic opportunities for Google's enterprise apps.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode