BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

I got to take a ride in full self-driving 12 ... It was mind-boggling. I think this is going to be a bit of a ChatGPT moment for full self-driving.

We've talked in the past about how an LLM could be a user interface disruption, so you could imagine a small business starting with a CRM that is only voice.

The way we approach the analysis for all large cap tech, we said, does their existing business get better or worse because of AI? And then do their new business opportunities get bigger?

And then we had what I thought was a really provocative tweet at the end of the week from Larry Summers where he said the next move by the FED could be higher.

Google does about 10 billion queries a day.