Compute Demand Insights
Brad discusses the immense compute demands of advanced AI systems, highlighting the gap between current capabilities and future needs. Bill emphasizes the slow and sticky nature of capital expenditure among major tech companies, raising questions about investment strategies. The conversation also touches on the importance of entry price in investing, with Brad noting that despite a bullish outlook, valuations are significantly higher, leading to a more cautious approach.In this clip
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Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
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