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4min chapter
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Examining AI Stock Volatility and Capital Expenditure Trends
This chapter delves into the fluctuations of AI-related stocks, highlighting recent earnings reports from major tech firms like Nvidia, Google, and Meta. The discussion focuses on the potential bubble in the AI sector, emphasizing the need for sustained investment despite market corrections and uncertain revenue outlooks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode