
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
BG2Pod with Brad Gerstner and Bill Gurley
Challenging the Dominance of Google in the Market
The speaker questions the assumption that Google will replicate a monopoly in the new market, despite its past dominance in search. They believe it would be almost impossible for Google to take all the profits into the new market. The speaker acknowledges the potential of Google to achieve this feat would be a remarkable display of capitalist strategy. Additionally, the core business model of Google, characterized by intense competition, presents a significant challenge.
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