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Supply Glut

topic on 1 show · 1 statements across 1 episodes

BG2 Pod

1 statements about Supply Glut, every show

BG2 Prediction Held up
Gerstner: The GPU shortage will not turn into a glut in 2024
“Every supply shortage does ultimately result in a glut. But people have been calling for this glut now for you know, 12 months anyway. And they're calling for it again this year. We're not going to see it again this year.”
Brad Gerstner Apr 29, 2024 ▶ 52:56 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod

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