Gerstner's core Google insight was search volume and revenue per search would both increase over time.
“The high quality insight was simply that Google was going to do more searches in the future than they did in the past and that the revenue per search was going to go up over time.”
Gerstner argues the market wrongly treats all software equally and expects meaningfully accelerating revenues from AI beneficiaries.
“And so we'll see. These guys have to deliver. And so I expect we're gonna see meaningfully accelerating revenues out of those companies,”