Expanding AI Capabilities
Brad discusses the future of coding agents developed by major tech companies, highlighting their potential to outperform current market solutions. He envisions a significant expansion in the use cases for reasoning models, particularly as they blend pre-trained capabilities with O series models. Bill invites innovative users to share their experiences, emphasizing the complexity of macro analysis in the tech landscape.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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