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Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Create Your Own Market to Thrive
Companies face the challenge of modernizing aging assets while adapting to new AI workloads. With the potential to significantly increase revenue beyond current levels, the true opportunity lies in envisioning and expanding into new markets. Revenue limitations often stem from existing market boundaries—those focused on increasing market share are restricted, whereas 'market makers' who innovate can grow substantially. Historical precedents show that original market creators, like those in 3D gaming, can establish new ecosystems, asserting the importance of invention in ensuring long-term growth.
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