Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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You may also be running up against the even for the Mag 7, the size of capital x deployment where their CFOs
start to talk at higher levels. For
sure.
Totally.
Sunny, Bill. Great to see you guys. Good
to see you. Good
to be
back. Thanks, man. It's great to have you. We literally just finished 2 days of the altimeter annual meetings. I mean, we had hundreds of investors, CEOs, founders, and the theme was, scaling intelligence to AGI. We had Nikesh talking about enterprise AI. We had Renee Haas talking about AI at the edge. We had no one Brown talking about, you know, the strawberry, no one model and inference time reasoning. We had Sonny talking about, you know, accelerating inference. And of course, we kicked off with Jensen talking about the future of compute. You know, I did the dense and part, talk with my par
Yeah. You know, first, it's the first time you've I've really seen them in a format where you got all that information out in in one setting because you kinda get the you get the tidbits. And the ones that really struck with me was when he said NVIDIA is not a GPU company. They're an accelerated compute company. I think the next one, you know, which will you'll touch on is where he's really said the data center is the union unit of compute. Right. I thought that was Right. That was massive. And, you know, sort of just closing out when he talked about, he thinks about using and already utilizin
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