Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

This podcast episode explores the impact of deglobalization on companies' competitiveness and the role of AI in education. It discusses the advancements in voice recognition technology and the potential of voice recognition as the new graphical interface. The importance of a model that reasons across voice, text, and vision is highlighted, along with the intense competition in the tech industry. The conversation also covers running AI models as a service, disruption in various industries, and the regulation and investment aspects of AI. The challenges of managing debt and trade policies for sustained economic growth are discussed, as well as the consequences of moving away from free trade. The episode concludes with insights on inflation and its impact on interest rates, as well as market strategies in the current economic situation.

Takeaways

Outlines

Q & A

Preview

How to Get Rich: Every EpisodeNaval