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12min chapter
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
BG2Pod with Brad Gerstner and Bill Gurley
Navigating the AI Competitive Landscape
This chapter examines the strategies employed by companies like Microsoft to remain competitive in the consumer AI market against major players like Apple and Meta. It explores the implications of investment in AI technologies, revenue models, and the impact of large language models on the industry dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode