20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE

2544.232 - 2567.472 Jeff Wang

On Google, I'd argue GCP is not the cash cow. It's search. With search... I'm not sure. I'm not sure how AI is going to impact search. Where it is today, AI is really good at taking low signal data and translating into high value output. So in the case of meta, taking what you're looking at on Instagram and figuring out, okay, you want to go buy this type of product. That is incredibly valuable.