Gerstner: AI will be bigger and more important than internet, mobile, and cloud
Brad Gerstner · Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale · Oct 25, 2023 · at 11:03
Brad Gerstner (founder of Altimeter Capital) is discussing long-term technology cycles with Joe Lonsdale, pushing back against current AI skepticism.
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“I think AI, or I like to talk about augmented intelligence, will be more important to humanity. Then the first three super cycles I've lived through, which are internet, mobile, and cloud. I think it'll be bigger, and so I don't buy that thesis.”
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