AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
21min chapter
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Navigating Market Cycles and Tech Dynamics
This chapter explores the intricate dynamics of market cycles in the PC industry, emphasizing the unpredictable demand for components like DRAM and hard drives. The discussion extends to the implications of supply and demand amidst emerging technologies such as AI and cloud services, highlighting challenges faced by startups competing with tech giants. Additionally, it touches on recent financial market volatility, particularly the Bank of Japan's interest rate changes, and their impact on global investment behaviors.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode