15min chapter

BG2Pod with Brad Gerstner and Bill Gurley  cover image

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

BG2Pod with Brad Gerstner and Bill Gurley

CHAPTER

The Innovator's Dilemma: Google's Advertising Model in the Age of AI

This chapter explores the challenges Google faces in integrating chat-based AI interfaces with their search model, and the potential for leveraging AI for personalized recommendations. They discuss user interface issues and the business model of a certain platform, as well as the differences between transactional and ad models. They also discuss the challenges of partnering with Google and the importance of navigating the customer base to a new user experience before competitors seize the opportunity.

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