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BG2Pod with Brad Gerstner and Bill Gurley
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AI's Impact on Consumer Behavior and Market Dynamics
This chapter examines the influence of consumer AI, specifically ChatGPT, on user behavior and the implications for Google’s search functions. It highlights the competitive landscape among major tech companies, focusing on shifts in user engagement and cloud revenue dynamics driven by advancements in AI technologies. The discussion also explores the intricate data analysis challenges faced by these companies as they navigate changing consumer habits and market positions.
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