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Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Discussion on GPU Demand, Efficiency in Investing, and Timing of IPOs
Exploring the surge in GPU demand as companies boost CapEx to procure more GPUs, with a focus on the benefits for tech giants like Tesla and meta. Also discussing the timing of IPOs for companies and the pros and cons of staying private longer.
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