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supply glut

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 29, 2024 by Brad Gerstner · across every show →

Everything said about supply glut, oldest first

Apr 29, 2024 bullish
Prediction Held up
Gerstner: The GPU shortage will not turn into a glut in 2024
“Every supply shortage does ultimately result in a glut. But people have been calling for this glut now for you know, 12 months anyway. And they're calling for it again this year. We're not going to see it again this year.”
Brad Gerstner Apr 29, 2024 ▶ 52:56 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
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