Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
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Navigating the AI-Driven Market Shift
This chapter explores the evolving landscape of public markets, particularly influenced by AI and software companies. It discusses the transition from a macro-driven market in 2022 to a new era defined by advancements in AI, amid varying investor sentiments. The conversation highlights the significant capital expenditure associated with AI technologies, the competitive nature of the tech sector, and the implications for future investment strategies.
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