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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?
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Brad Gerstner

Meta Is Thriving Because of AI; New Business Opportunities Are Plentiful

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

BG2Pod with Brad Gerstner and Bill Gurley

Topic: moment

Meta Is Thriving Because of AI; New Business Opportunities Are Plentiful

Meta Is Thriving Because of AI; New Business Opportunities Are Plentiful

BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
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5:45
Meta Is Thriving Because of AI; New Business Opportunities Are Plentiful
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
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BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
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