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BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01
BG2Pod with Brad Gerstner and Bill Gurley
The Phenomenon of Increasing Advantage of Scale in Large Companies
This chapter discusses the phenomenon of increasing advantage of scale in large companies, where they are able to innovate and earn high returns on capital. It also explores the challenges faced by companies like Google as they transition from a search monopoly to an answer monopoly.
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