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Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod Apr 4, 2024 · 2 mentions

  • ▶ 8:50 Bill Gurley So one thing we've seen since you and I talked is a couple of, we'll just call them, you know, early falls from grace, you know, with inflection and stability AI.
  • ▶ 58:06 Bill Gurley That, that seems to be true at stability AI as well.
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