technology businesses
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 23, 2025 by Brad Gerstner · across every show →
Everything said about technology businesses, oldest first
Jan 23, 2025 bullish
Gerstner: AI productivity will drive a five-year golden era of margin expansion
“I've said that I think this moment that we're in the next five years is going to be a golden moment of margin expansion for technology businesses, and frankly, all businesses. Human productivity is going to go up, which means the cost to do exactly, you know, …”