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BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01
BG2Pod with Brad Gerstner and Bill Gurley
The Increasing Advantage of Scale in Largest Companies
The largest companies in our world show unprecedented high growth rates, signaling an increasing advantage of scale rather than diminishing returns. This phenomenon is supported by the ability to generate massive cash piles necessary for innovations like training on sophisticated models. While this moment in time highlights the unique advantages of scale for companies like Microsoft and Amazon, challenges persist for Google in transitioning their search monopoly. Despite potential hurdles, the forecast predicts an acceleration in growth rates for major companies, a rare occurrence at such a large scale.
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