Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
BG2Pod with Brad Gerstner and Bill Gurley
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Tech Earnings & AI Impacts
This chapter analyzes recent tech earnings reports, highlighting the performance of key players like Google and AMD amidst looming recession concerns. It discusses the effects of AI on search behavior and revenue, particularly focusing on Google's promising revenue growth despite competitive pressures from AI technologies. The conversation also considers the evolving role of AI in shaping digital interactions and the challenges faced by companies in adapting their business models.
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