Legendary Investor Outlines His AI Thesis in 14 Minutes — Bill Gurley

Transcript

AI bubble or not? [laughter] [snorts] And if so, what does that mean? >> Yeah. So, I think this is super interesting. My my partner Peter reminded me of a book that we had seen a a while ago by Carla Perez. It has [clears throat] this very benign title, Technological Revolutions and Financial Capital. It was written in like 2002. And what Perez kin... Read More