permanent memory

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 20, 2025 by Brad Gerstner · across every show →

Everything said about permanent memory, oldest first

Jun 20, 2025 bullish

Insight

Gerstner: ChatGPT is building data network effects and switching costs via memory

“Although I would say that we're starting to see network effects, right, on the data side. We're starting to see switching costs with permanent memory, as you and I have talked, you know, starting to see.”

Brad Gerstner Jun 20, 2025 ▶ 21:49 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod

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permanent memory

Everything said about permanent memory, oldest first

Turn any episode into a week of clips.