Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
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Navigating AI Investment Realities
This chapter explores Meta's position in the AI market, focusing on profitability and competition with figures like ByteDance and TikTok. It highlights the complexities of AI investments, discussing skepticism surrounding scalability and the impact of upcoming elections on social media regulation. The chapter contrasts traditional AI models with large language models while examining the realities faced by both startups and established firms amidst a rapidly changing investment landscape.
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