The Ledger

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Opinion
Nadella: Only four AI products qualify as true hit applications
“In fact, we talk a lot more about AI scale, but there is not that many hit apps, right? There is ChatGPT, GitHub Copilot, there's Copilot, and there's Gemini. I think those are the four. I would say in a DAO, like, is there anything else that comes to your min…”
Satya Nadella Dec 12, 2024 ▶ 44:53 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Opinion
Gurley: Google Gemini acts like an autocratic model restricting information
“The Google Gemini model was much more similar to something autocratic that you might equate with a communist society, like that's intentionally limiting the information you can have and painting it in a very specific way. And so, yeah, I, I'm more afraid of th…”
Bill Gurley Mar 7, 2024 ▶ 48:01 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Opinion
Gurley: Gemini in Workspace and Android could be a huge win for Google
“They've always had sheets and docs, and a lot of the startups in our community live on that stuff, but it hasn't really competed with the Microsoft stack, and with Satya's comeback, everyone's been super, you know, super excited about what this means for Micro…”
Bill Gurley Jun 10, 2024 ▶ 57:51 Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
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