Gerstner recounts Rich Barton organizing red team blue team exercise on AI's impact on vertical search immediately after ChatGPT.
“Rich Barton texts Bill and I and said, hey, I want you guys to come to a executive off-site with me. We're gonna red team blue team AI.”
Gerstner argues consumer ownership, not hardware, determines value; Google dominated for twenty years this way.
“The battle for the consumer is ultimately where the value accrues, Sonny, not who runs, you know, what hardware.”