Altimeter Capital
@AltimeterCap
“The world of AI for consumers is now agents.”
Brad Gerstner (@altcap) joined Scott Wapner (@TheJudgeCNBC) discussed Meta’s momentum in AI and what he sees as the next 10X moment for consumers: the shift from chatbots that answer questions to agents that can take action.
Brad
Brad Gerstner (@altcap) joined Scott Wapner (@TheJudgeCNBC) discussed Meta’s momentum in AI and what he sees as the next 10X moment for consumers: the shift from chatbots that answer questions to agents that can take action.
Brad
Altimeter Capital@AltimeterCap · Sep 24“We’re building over 40 gigawatts of AI compute in 2027.”
Brad Gerstner (@altcap) joined Scott Wapner (@TheJudgeCNBC) on the scale of the U.S. AI infrastructure buildout and why he believes continued investment in compute can extend America’s lead in AI.
“The more compute you
Brad Gerstner (@altcap) joined Scott Wapner (@TheJudgeCNBC) on the scale of the U.S. AI infrastructure buildout and why he believes continued investment in compute can extend America’s lead in AI.
“The more compute you
0 13