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manufacturing

2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Apr 4, 2024 by Bill Gurley · across every show →

Everything said about manufacturing, oldest first

Apr 4, 2024 bearish
Prediction Not checkable as stated
Gurley: LLMs Will Provide Little Utility on Manufacturing Floors
“You know, LLM's not going to do much for you on a manufacturing floor. The LLM part. AI might but the LLM won't.”
Bill Gurley Apr 4, 2024 ▶ 16:23 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Apr 24, 2025 bearish
Opinion
Gurley: The US Faces a Huge Labor Problem in Manufacturing Competitiveness
“Those problems are worth solving, but I, I'm still not convinced that we have a, I think we have a huge labor problem trying to be competitive in manufacturing.”
Bill Gurley Apr 24, 2025 ▶ 14:55 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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