BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
BG2Pod with Brad Gerstner and Bill Gurley
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The Emerging AI Landscape in Tech
This chapter explores the transformative potential of AI technologies, particularly in CRM systems and user interactions, as well as their impact on major tech companies like Google and Apple. It highlights the competitive dynamics within the industry, the growth of innovative startups, and the shifting landscape shaped by advancements in AI and infrastructure. The conversation also addresses the implications of these technologies for customer service, e-commerce, and mobile devices, emphasizing the challenges and opportunities for leading tech giants.
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