BG2Pod with Brad Gerstner and Bill Gurley
Feb 22, 2024 · 1 hr 22 min · 9 segments
Brad GerstnerHost
Bill GurleyHost
Would you rather have an assistant with the intelligence of like Einstein, but they have no access to the internet and they don't know anything about your history? Or would you like to have an assistant that's just above average intelligence, knows everything about you, and they can use the internet? Okay, you would choose that.
Um, I think this is going to be a bit of a chat GPT moment for a full self-driving, but what it really just reminded me of the magic of this moment, Tesla rebuilding their models for how they do self-driving around imitation learning and all this interesting stuff going on over there.
Like, you know, I think they probably made more progress in the last 12 months than in the last seven years in terms of, in terms of what's going on there.
And I think we're having more and more of these moments because this substrate we're going to talk a lot about today, AI, and just the compute, like what it unlocks.
But now with a little bit of structure around it, every couple of weeks, we have to think about some topics.
Today, we're going to talk a lot about, I think, AI and compute and chips and its impact on big businesses.
And they say, in order to be the best I can possibly be, maybe Kobe, I want to practice against the best.
No, but listen, the reality is it's like running 10 miles a day to get ready for a big game.
If you're in this business and you're not exhausted with the analysis you're doing, the thinking you're doing, particularly at moments like these to try to gather this data and try to gather edge, then you're probably not going to end up on top of the heap.
And I think that having a topic or an idea that you want to fully flush out and be able to talk about causes you to place a few phone calls, read a few PDFs.
And before you know it, you actually realize you've learned something you didn't know five days earlier.
I mean, you and I've talked you know, interacted five, 10 times a day over the course of last week on these topics.
It leads to another conversation, you know, and the combined networks allow us to ask a lot of the smartest people in the world the questions we need to be asking to try to figure out this moment.
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Would you rather have an assistant with the intelligence of like Einstein, but they have no access to the internet and they don't know anything about your history? Or would you like to have an assistant that's just above average intelligence, knows everything about you, and they can use the internet? Okay, you would choose that.
Um, I think this is going to be a bit of a chat GPT moment for a full self-driving, but what it really just reminded me of the magic of this moment, Tesla rebuilding their models for how they do self-driving around imitation learning and all this interesting stuff going on over there.
Like, you know, I think they probably made more progress in the last 12 months than in the last seven years in terms of, in terms of what's going on there.
And I think we're having more and more of these moments because this substrate we're going to talk a lot about today, AI, and just the compute, like what it unlocks.
But now with a little bit of structure around it, every couple of weeks, we have to think about some topics.
Today, we're going to talk a lot about, I think, AI and compute and chips and its impact on big businesses.
And they say, in order to be the best I can possibly be, maybe Kobe, I want to practice against the best.
No, but listen, the reality is it's like running 10 miles a day to get ready for a big game.
If you're in this business and you're not exhausted with the analysis you're doing, the thinking you're doing, particularly at moments like these to try to gather this data and try to gather edge, then you're probably not going to end up on top of the heap.
And I think that having a topic or an idea that you want to fully flush out and be able to talk about causes you to place a few phone calls, read a few PDFs.
And before you know it, you actually realize you've learned something you didn't know five days earlier.
I mean, you and I've talked you know, interacted five, 10 times a day over the course of last week on these topics.
It leads to another conversation, you know, and the combined networks allow us to ask a lot of the smartest people in the world the questions we need to be asking to try to figure out this moment.