“I mean, Satya talks about all the vast value capture occurs in the two to three year period around phase shifts. But it's hard to forecast in this those moments.”
Gerstner argues this would be the first major technology phase shift with capex and revenues perfectly aligned.
“the idea that we're going to go through this phase shift with CapEx and revenues perfectly aligned and perfectly matched, right?”
Gerstner argues the AI phase shift is as big as the internet transformation.
“is the phase shift associated with AI? Is the transformation of all computing with now computer assisted intelligence, is it as big as the Internet?”