Nikesh Arora

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 13, 2024 by Brad Gerstner · said 8 times in 2 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (7), Bill Gurley (1)

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Oct 13, 2024 bullish
Prediction Open · timeframe Oct 2026
Gerstner bets reliable AI agents will autonomously book hotels within two years
“Over, under, I'll set the line at two years until we have an agent that has memory and can take action. And the canonical use case, of course, that I used was that I could tell my agent, book me the Mercer Hotel next Tuesday in New York at the lowest price. An…”
Brad Gerstner Oct 13, 2024 ▶ 41:26 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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