Apple's Future
Bill and Brad discuss Apple's potential pivot towards AI, highlighting the need for innovation in services like Siri. They emphasize the importance of breakthroughs in AI on the edge to drive a new device cycle, acknowledging the challenges posed by competitors in the market.In this clip
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BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03
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