David Gurra

speaker

2,056 appearances 266 recordings 8 series first heard May 2025 last heard 5 Jun

David Gurra’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 265 in all, peaking in Feb 2026 with 132.

Appearances

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Bloomberg Tech · Meta to Spend Billions on AMD Gear, AI Scare Trade Continues · 24 Feb 2026 podcast

You study the software sector, right, very closely.

Is there any evidence those names are moving because people genuinely believe there's a fundamental change to how they do business?

Or is it just simply name association at this point?

Hilary, there was a research report, a bearish research report from a little-known outfit called Citrini that basically outlined various risks to different sectors from AI.

One of the co-authors joined Bloomberg Television.

I just want to play you some of that conversation.

You know, in that he's kind of saying, well, this is kind of the function of the market of the last three years, but still poses the central question, which is, is AI rendering existing software obsolete or is it making it better?

Just your reaction to that research report and the co-author's thoughts there.

Okay, well, let's talk about what's defensible, because there's this drip feed of AI doomerism, shall we say, in these various reports and blog posts coming from the CEO of Anthropic himself to over at Citrini.

We've also had Harvard coming out with their piece that we're seeing it being incredibly effective when it comes to financial security.

analysis and portfolio decision-making.

The Harvard-led study is talking about how trading, mutual fund trading decisions, 71%, it predicted right.

The model was trained over a five-year window, but they're also talking about, look, maybe the outperformance bit is what it misses.

So, from your perspective, where's the outperformance going to come from some of the companies that can withstand this, that can show that they're really effective while using the AI tools?

Hilary Frisch, Clearbridge Investments.

Thank you very much.

Now, coming up on the programme, Paramount is said to have raised its offer for Warner Brothers.

More on the drama to buy one of Hollywood's most storied brands.

That's next.

This is Bloomberg Tech.

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