Gurley expects over-promotion when Trump, Masa, and Sam announce AI projects together.
“And when you get Trump and and Masa and Sam in a room together, like, I I would expect some amount of over promotion.”
Gurley highlights TSMC chairman publicly stating Sam Altman is too aggressive to believe.
“There was a super interesting comment made by the new chairman of TSMC where he said, OpenAI, Sam Altman, is too aggressive for me to believe.”