There was speculation that Google would release 'Jarvis', their version of agentic AI, this week, but Google has already discounted this risk by trading at the lowest multiple in the Mag 7, suggesting markets are pricing in future search disruption.
factualpending
Speaker
Brad GerstnerEvidence Quote
“a lot of people thought that Google was going to release Jarvis this week... Google is already discounting this it's trading at the lowest multiple uh you know in the mag 5”
Source
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball— Bg2 PodCreated: 8/10/2026, 10:49:01 PM
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