Over the last decade, data center engineering and construction breakthroughs at Meta and Google were largely taken for granted in the background, but data center engineering is now becoming a primary source of competitive advantage in the AI era.
factualpending
Speaker
Brad GerstnerEvidence Quote
“for the last decade data center engineering and construction has been in the background right like you know meta had breakthroughs Google had breakthroughs like we' talk about it but it wasn't something that people were posting videos uh on... now it's clearly becoming a much more important source of competitive advantage”
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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