Brad Gerstner
👤 PersonAppearances Over Time
Podcast Appearances
The minute you put that model out where other people can download it, they're doing that on their servers, not on yours. And so I just think it's a very clever move for the same reason Google would have supported Kubernetes. You're kind of... wiping out the business opportunity for other models to play on the API side if you make yours open, which helps protect the competitive flank.
The minute you put that model out where other people can download it, they're doing that on their servers, not on yours. And so I just think it's a very clever move for the same reason Google would have supported Kubernetes. You're kind of... wiping out the business opportunity for other models to play on the API side if you make yours open, which helps protect the competitive flank.
And once again, great for consumers.
And once again, great for consumers.
And once again, great for consumers.
There's probably two different types of enterprise. There's probably a product that people buy user licenses for for doing business. you know, white collar research type work where they may, where I think what you said will be very relevant, like having the UI they're used to. And then there's the separate side, which is models that underlie the types of business processes that you're building.
There's probably two different types of enterprise. There's probably a product that people buy user licenses for for doing business. you know, white collar research type work where they may, where I think what you said will be very relevant, like having the UI they're used to. And then there's the separate side, which is models that underlie the types of business processes that you're building.
There's probably two different types of enterprise. There's probably a product that people buy user licenses for for doing business. you know, white collar research type work where they may, where I think what you said will be very relevant, like having the UI they're used to. And then there's the separate side, which is models that underlie the types of business processes that you're building.
What was announced?
What was announced?
What was announced?
Yeah, and I also read that there are still contingencies on whether the full conversion from a nonprofit to a for-profit happens. So I think there's some stuff. If that's true, there's still some stuff to play out. But one thing I would say when I witnessed this from afar, and once again, you're involved, I'm not. So correct me if I'm wrong.
Yeah, and I also read that there are still contingencies on whether the full conversion from a nonprofit to a for-profit happens. So I think there's some stuff. If that's true, there's still some stuff to play out. But one thing I would say when I witnessed this from afar, and once again, you're involved, I'm not. So correct me if I'm wrong.
Yeah, and I also read that there are still contingencies on whether the full conversion from a nonprofit to a for-profit happens. So I think there's some stuff. If that's true, there's still some stuff to play out. But one thing I would say when I witnessed this from afar, and once again, you're involved, I'm not. So correct me if I'm wrong.
But having lived through the Uber Lyft situation, which oddly had Masa coming to the table also, You know, our world has just evolved into one where so many people believe in power loss. So many people believe in network effects and that these markets are winner take all that you end up with these massive capital raising rounds.
But having lived through the Uber Lyft situation, which oddly had Masa coming to the table also, You know, our world has just evolved into one where so many people believe in power loss. So many people believe in network effects and that these markets are winner take all that you end up with these massive capital raising rounds.
But having lived through the Uber Lyft situation, which oddly had Masa coming to the table also, You know, our world has just evolved into one where so many people believe in power loss. So many people believe in network effects and that these markets are winner take all that you end up with these massive capital raising rounds.
And, you know, it's not lost on me that both with Stargate and with this one, the headline number is bigger now. Then, you know, the piecemeal when you start to unpack it, which, you know, for better or for worse, from my position, smells of being promotional. And, you know, and so why would you do that? Why are you trying to have a bigger headline number? And that number does get repeated.
And, you know, it's not lost on me that both with Stargate and with this one, the headline number is bigger now. Then, you know, the piecemeal when you start to unpack it, which, you know, for better or for worse, from my position, smells of being promotional. And, you know, and so why would you do that? Why are you trying to have a bigger headline number? And that number does get repeated.
And, you know, it's not lost on me that both with Stargate and with this one, the headline number is bigger now. Then, you know, the piecemeal when you start to unpack it, which, you know, for better or for worse, from my position, smells of being promotional. And, you know, and so why would you do that? Why are you trying to have a bigger headline number? And that number does get repeated.