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13min chapter
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Insights on AI in Public Markets and Software Investments
This chapter delves into a highly anticipated presentation addressing the AI bubble in public markets and the state of software. It covers key questions posed during the session, live polls on market performance, and the shifting focus from macroeconomic concerns to AI's prominence. The conversation explores the potential impact of AI on investments, the competitive nature of technology tools, and the importance of resilience during challenging periods for investors and founders.
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Discover
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