Episode · BG2 Pod · 2024-08-09

Books mentioned on Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner

1 book · With Bill Gurley · Listen · Watch on YouTube

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2.

Brad Gerstner discussed The Innovator's Dilemma by Clayton Christensen.

Books mentioned, in the order they came up

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  1. The Innovator's Dilemma

    Clayton Christensen · at 37:57

    The Innovator's Dilemma by Clayton Christensen examines how established companies can fail when confronted with disruptive technological changes that do not immediately appeal to their mainstream customer base.

    Discussed
    “if you back and read the innovator's Dilemma you know the the reason startup companies are able to to come in and take shares often because precisely because the incumbents are slow-footed”
    Where to get it