Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
Bg2 Pod · 54:07 · Watch on YouTube
Brad Gerstner, Bill Gurley and Sunny Madra (of Groq) go back over Brad's 90-minute interview with Jensen Huang. They largely accept that Nvidia's moat is a full "accelerated computing" system, not a single GPU, and th...