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AI memory

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 22, 2024 by Bill Gurley · across every show →

Everything said about AI memory, oldest first

Feb 22, 2024 positive
Insight
Gurley: AI memory systems create massive switching costs and lock-in
“One thing that drives durability, going back to our competitive advantage period, is switching costs. If I start relying on one of these things as my memory, and I don't have a way to pull that out and jump to something else, I'm stuck. Like, I am hook, lock, …”
Bill Gurley Feb 22, 2024 ▶ 37:00 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
Mar 2, 2025
Insight
Gerstner: AI memory dramatically increases consumer switching costs
“If you get memory, the switching costs explode.”
Brad Gerstner Mar 2, 2025 ▶ 26:03 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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