Shows
BG2Pod with Brad Gerstner and Bill GurleyAI Enterprise - Databricks & Glean | BG2 Guest InterviewIn this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s actually working in enterprise AI—and what isn’t.They unpack why 95% of AI projects fail, why LLMs are rapidly commoditizing, and why durable advantage is shifting to proprietary data, agentic systems, and workflow integration. The conversation dives deep into real-world use cases across finance, healthcare, and retail; the debate over whether we already have AGI; and how AI spend, CapEx, and valuation bubbles will realistically play out. A must-watch for bu...
2025-12-2445 minBG2Pod with Brad Gerstner and Bill GurleyAll things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad GerstnerBrad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAI–Microsoft partnership, how it unlocked massive scale in the cloud, and what it reveals about the future of intelligence and capital.Nadella breaks down how Microsoft is expanding Azure and Copilot to meet explosive demand. Altman shares his view on progress, power, and the human drive to push boundaries. A candid, energizing conversation about building the future at scale. Enjoy another episode of BG2!...
2025-11-011h 14BG2Pod with Brad Gerstner and Bill GurleyAI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad GerstnerPre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPveOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a bubble. They dive into the rise of stablecoins and the new financial rails reshaping money, the fight over AI regulation in America, and Bill’s next chapter—his new book Runnin' Down a Dream and what it means to build a career you actually love. Enjoy another episode of BG2!
2025-10-151h 01BG2Pod with Brad Gerstner and Bill GurleyNVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories, sovereign AI, and protecting the American Dream—this episode explores how accelerated computing is reshaping the global economy. NVIDIA, OpenAI, hyperscalers, and global infrastructure: the AI race is on. Don’t miss this must-listen BG2.(00:00) Intro(0:37) The Year in A...
2025-09-261h 44BG2Pod with Brad Gerstner and Bill GurleyInside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest InterviewOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how OpenAI is reshaping enterprise with Sherwin Wu, Head of Engineering OpenAI Platform, and Olivier Godement, Head of Product OpenAI Platform. From T-Mobile’s AI voice support to Amgen’s drug breakthroughs to Los Alamos’ air-gapped supercomputer—this episode dives into the real world of AI at scale. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:50) OpenAI’s Enterprise Mission: Beyond ChatGPT(06:00) Case Study: T-Mob...
2025-09-111h 08BG2Pod with Brad Gerstner and Bill GurleyChina, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade—and what America must do to win the global tech race. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:20) OpenAI, Anthropic, Private Market Overheating(03:30) China's Role in the Global Tech Order(04:50) Why Bill Went to China(06:40) Dan Wang...
2025-08-291h 06BG2Pod with Brad Gerstner and Bill GurleyChina Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(3:55) Open-Source Models in China(17:54) Future of American Open-Source Models(26:30) Compute Arms Race(47:05) China, Tariffs, and Reordering of Global TradeShow Notes:Artificial Analysis - Intelligence vs. Price...
2025-07-311h 04BG2Pod with Brad Gerstner and Bill GurleyMichael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(4:13) Lessons from the 90’s at Dell(8:37) Invest America Act Signed Into Law(27:12) Government Spending and Budget Deficit(36:05) The A...
2025-07-111h 18BG2Pod with Brad Gerstner and Bill GurleyCoatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2!Show Notes:Coatue EMW 2025 SlidesProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcap
2025-06-2121 min
Wenbin Fang's Podcast PlaylistCoatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 Podcast: BG2Pod with Brad Gerstner and Bill Gurley (LS 52 · TOP 0.5% what is this?)Episode: Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2Pub date: 2025-06-20Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets...
2025-06-201h 01BG2Pod with Brad Gerstner and Bill GurleyCoatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:36) The AI Super Cycle(07:47) Stablecoin & Cryptocurrency(16:19) Consumer AI & Impact on $GOOG(22:54) GPU Allocation v Cloud Revenue Market Share(28:56) AI Impac...
2025-06-201h 01BG2Pod with Brad Gerstner and Bill GurleyChina, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(04:24) Pace of AI + Data Walls(11:43) China's 1000 Startup Strategy(26:18) Talent Acquisition and Immigration Policies(36:24) Rare Earths, Chips / China Trade Deal(53:46) Corporate Governance and Delaware Dilemna...
2025-06-061h 01BG2Pod with Brad Gerstner and Bill GurleyAI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the overturning of the AI Diffusion Rule, Brad’s trip to the Middle East, Middle East Deals, China Tariffs, Reconciliation Bill, Invest America, Delaware Incorporation Rights, Momentum in Crypto, Open Source AI in China, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:02) AI Diffusion Rule and Middle East Deals(20:31) China Tariff Deal (31:10) Reconciliation Bill(44:06) Invest America inclusion in the bill(49:09) Delaware In...
2025-05-221h 16BG2Pod with Brad Gerstner and Bill GurleyTariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth ban, DeepSeek, Tesla, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:15) Complex Systems(06:00) Tariff Negotiations & Free Trade(23:19) Export Controls: AI War, H20 & Rare Earth Ban(42:29) New AI Cold War & Zero Sum Game(52:37) $TSLA & Market Check
2025-04-241h 02BG2Pod with Brad Gerstner and Bill GurleyLiberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:20) Liberation Day & Tariffs(19:18) US Open Source vs China Open Source(34:34) OpenAI Fundraise(52:25) Coreweave IPO & AI Demand(01:04:03) Rumors on TikTok dealProduced by Benny BeausoleilMusic by Yung Spielberg
2025-04-041h 13BG2Pod with Brad Gerstner and Bill GurleyNVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPTOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:21) Market Uncertainty(07:28) Globalism and Tariff Policies(25:07) $GOOG Acquisition of Wiz + M&A Environment (40:33) $NVDA Market Position(55:37) Government Regulations & Impact on AI(1:04:45) Consumer AI Demand(1:10:33) AI Unit Economics
2025-03-211h 22BG2Pod with Brad Gerstner and Bill GurleyMarket Uncertainty, Tariffs, M&A, Wiz and GOOG, NVDA GTC | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:21) Market Uncertainty(07:28) Globalism and Tariff Policies(25:07) $GOOG Acquisition of Wiz + M&A Environment (40:33) $NVDA Market Position(55:37) Government R...
2025-03-211h 22BG2Pod with Brad Gerstner and Bill GurleyGrok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:40) Grok 3(05:55) Grok’s Leverage of X Platform(07:25) AI Consumer Market & SEO(23:04) AI Memory(26:15) AI Voice(29:05) Future AI Assets(33:29) AI Acceleration in China(36:09) Regulatory Challenges(37:46) AI CapEx and Investing Dynamics(48:38) Government Spending + DO...
2025-03-021h 03
Niptech Podcast468 - DeepSilo - #Entreprenariat #Starlink #StablecoinSpecial guest est Guillaume Vendé https://guillaumevende.fr/ Bluesky -> https://bsky.app/profile/guillaumevende.fr Patreon -> https://www.patreon.com/techcafe NewsTechnologies qui arrivent doucement mais font une grande differenceStarlink: https://restofworld.org/2025/starlink-cheaper-internet-africa/Stablecoins: https://techcrunch.com/2025/01/31/stablecoins-are-finding-product-market-fit-in-emerging-markets/What is DeepSeek and why is it disrupting the AI sector? https://www.reuters.com/technology/artificial-intelligence/what-is-deepseek-why-is-it-disrupting-ai-sector-2025-01-27/ DeepSeek No1 on Apple Store https://x.com/zizhpan/status/1883717263171481688 BG2 Pod https://www.bg2pod.com/ Inspiration#RÉFLEXION...
2025-02-071h 07BG2Pod with Brad Gerstner and Bill GurleyDeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests, Trump tariffs, open source, DOGE, & more. . Enjoy another episode of BG2!Timestamps:(00:00) Intro(03:20) DeepSeek & Open Source(37:03) Trump Tariffs(50:31) DOGE(01:04:19) Tech and Political UncertaintyProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.com
2025-02-061h 14BG2Pod with Brad Gerstner and Bill GurleyStargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:21) Stargate(15:07) Dylan Patel and Semianalysis take on Stargate(17:56) Stargate’s Impact on AI Competitive Landscape(29:03) DeepSeek(32:03) Special Guest Rene Haas (CEO of ARM Holdings)(49:46) DeepSeek continued(51:53) Trumps Executive Orders & Regulatory Freeze(54:10) Coordination in AI...
2025-01-231h 11BG2Pod with Brad Gerstner and Bill GurleyMarket Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Brad’s public market predictions, AI enthusiasm and fears, interest rates, inflation, DOGE, federal budget analysis, big tech capex, scaling inference, Satya Nadella, Jensen Huang, Elon Musk, AI reasoning models, chain of thought, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:58) Frontline Ideas for 2025(07:02) The Bogeyman (Interest Rates and Inflation)(09:21) Mega Cap Valuations & Expectations(14:02) Big Tech CapEx(16:51) Scaling Inference(20:11) Fut...
2025-01-111h 23
CTO Morning CoffeeBrew #35: Świąteczny Funding w USA 💰💰💰: Cursor, Perplexity, XAI, Databricks. Crypto w EU - MiCA.W USA rozwiązał się worek z funduszami i zaczęły latać milardy waluacji? Kto, ile i dlaczego (naszym zdaniem) zgarnął w światecznych "prezentach". Czy Perplexity może pokonać Google? Czy Cursor skończył się na AI czy jeszcze powalczy? Ile kart może kupić Elon Musk za ostatnią rundę finansowania xAI. Czy DataBricks nazbiera dostatecznie dużo $$$, żeby zbudować mur przed AIl?! To wszystko... w Brew! 🔗 Linki i referencje:👉 The ASML Way: https://www.amazon.com/gp/product/B0CW1FLCD4/👉 BG2 Pod: h...
2025-01-021h 23🧠 _Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner Podcast: BG2Pod with Brad Gerstner and Bill Gurley (LS 52 · TOP 0.5% what is this?)Episode: Satya Nadella | BG2 w/ Bill Gurley & Brad GerstnerPub date: 2024-12-12Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Futur...
2024-12-301h 24BG2Pod with Brad Gerstner and Bill GurleyAI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers, the challenges of scaling AI pre-training, synthetic data generation, hyperscaler capital expenditures, the paradox of building bigger clusters despite claims that pretraining is obsolete, inference-time compute, NVIDIA's comparison to Cisco, evolving memory technology, chip competition, future predictions, & more. Enjoy another episode of BG2!Timestamps:(00:00...
2024-12-231h 29Podcast Notes Playlist: StartupSatya Nadella | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley
Key Takeaways The basics of business strategy: Recognize your structural position in the market, understand where you have permission in the market from your partners and customers who want you to win, and then do those obvious things first “I think the company of this generation has already been created, which is OpenAI.” – Satya Nadella To properly evaluate the AI arms race, you have to analyze it structurally by layer The year 2025 will be the year of infinite AI memory; the next 10x function of ChatGPT is its having a p...
2024-12-161h 24BG2Pod with Brad Gerstner and Bill GurleySatya Nadella | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft’s Capital Expenditure, Open AI’s future, AI safety & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(01:31) Becoming Microsoft CEO(06:42) Satya’s Memo to CEO Committee(10:42) Sa...
2024-12-121h 24BG2Pod with Brad Gerstner and Bill GurleyBG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest AmericaOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America, & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(01:40) Innovation in China & U.S. Competitiveness(05:43) DOGE & Balancing the Budget(10:43) Service Titan IPO & “Compounding Ratchet”(15:36) Gov Newsom Attack on Tesla(18:33) FedNow + Innovations in Payme...
2024-11-2744 minBG2Pod with Brad Gerstner and Bill GurleyEp20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws, the future of inference, AI memory and actions, National Full Self-Driving Regulations, FSD 13, Robotaxi and Waymo, Department of Government Efficiency (DOGE), & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(02:00) AI Scaling Laws(05:54) Implications of AI Scaling Trends(12:20) The Future of Inference and Data Quality(17:51) AI Memory and Actions(21:47) National Full Self-Driving Regulation(23:14) FSD 13(29:41) Market...
2024-11-211h 03BG2Pod with Brad Gerstner and Bill GurleyEp19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin BallOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future of AI and CapEx, the market’s reactions to the 2024 election, the evolution of search and AI integration, Nasa, SpaceX, & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(00:52) Bill’s Dad | from Nasa to SpaceX(06...
2024-10-311h 06BG2Pod with Brad Gerstner and Bill GurleyEp18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's strategic positioning, the role of CUDA in the developer ecosystem, the future of inference workloads, systems-level thinking, Elon Musk's influence on AI development, the future of AI assistants, open vs closed AI models, safety and security in AI development, & more. Enjoy another episode of BG2.Chapters(00:00) Introduction and Initial Reactions to Jensen
2024-10-1354 minBG2Pod with Brad Gerstner and Bill GurleyEp17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with Jensen scaling intelligence towards AGI, the acceleration of machine learning, NVIDIA's competitive advantages, the significance of inference alongside training, future market dynamics in the AI landscape, the impact of AI on various industries, the future of work, inference time reasoning, AI’s potential to enhance productivity, the balance between open source and closed source, Elon...
2024-10-131h 21BG2Pod with Brad Gerstner and Bill GurleyEp16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(00:36) The U.S. Nuclear Renaissance
(08:15) AI Fast and Furious
(11:19) OpenAI Strawberry o1
(17:15) Inference Constraints
(20:18) Open AI Breaking Out
(35:00) State of VC
(43:52) “Quasi-Public Companies”
(4...
2024-09-251h 06BG2Pod with Brad Gerstner and Bill GurleyEp15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they sit down with Maureen Zawalick (Vice President at Diablo Canyon Power Plant) to discuss the importance of nuclear power, the history and future of Diablo Canyon Power Plant, the role of AI in the nuclear industry, the cost differential of nuclear energy in the US and China, Gen 4 reactors, regulation, litigation, & more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(04:14) Maureen Zawalick | VP at Diablo Canyon
(06:13) The Need for...
2024-09-091h 18
Indie vs Unicornio#69 Founder 101: estrategias para sobrevivirEmprender sin estrategia puede ser un viaje lleno de turbulencia. En este episodio Lucas Lopatin y Cristobal Perdomo evalúan los distintos escenarios que te puedes encontrar como Founder y las mejores formas de navegarlo. Un episodio que no te puedes perder!
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2024-08-1950 minBG2Pod with Brad Gerstner and Bill GurleyEp14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2.
Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(02:27) Public Market Reset
(13:04) Corporate and Individual Tax Cut Expiration
(16:40) Indicators of Economic Health
(30:40) AI Air Pocket
(46:02) Japan Yen Carry Trade
(50:34) Navigating Market Volatility
(56:30) $GOOG Ruling & Monopoly Status
...
2024-08-091h 25BG2Pod with Brad Gerstner and Bill GurleyEp13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Crowdstrike, & more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(01:38) The Perceived Political Realignment in Silicon Valley
(18:02) Engagement Between Silicon Valley and Washington
(27:21) Meta's Open Source Strategy (405b)
(47:37) Post-Mortem on the COVID-19 Pandemic
(58:37) Wiz IPO and Acquisitions
2024-07-251h 17BG2Pod with Brad Gerstner and Bill GurleyEp12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(03:50) Public Market Dispersion (Mag 7 + Consumer Stocks)
(22:05) AI Costs vs AI Revenue
(47:25) Calcium CT Scans
Available on Apple, Spotify, www.bg2pod.com
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2024-07-1157 minBG2Pod with Brad Gerstner and Bill GurleyEp11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they recap Coatue Conference and discuss Elon’s pay package, Tesla's shareholder vote, ISS controversy, AI market trends, OpenAI IPO, Delaware court case, and more. Enjoy another episode of BG2.
Timestamps:
(00:00) Overview of Coatue’s East Meets West Conference
(5:05) AI and Market Trends
(18:17) Insights on Venture Markets and IPOs
(24:15) Challenges and Opportunities in Going Public
(30:05) The Case for OpenAI Going Public
(33...
2024-06-221h 01BG2Pod with Brad Gerstner and Bill GurleyEp10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the late-stage market, the importance of capitalism and immigration for the future of the United States, and more. Enjoy another episode of Bg2.
Timestamps:
(00:00) Intro
(02:16) Letter from Brad’s Mom
(07:28) The Changing Landscape of the Pre-IPO Market
(24:50) AI Hype Cycle
(33:19) Is Software De...
2024-06-1058 min
All the Hacks: Money, Points & LifeSecrets of Success in Life and Work with Legendary Silicon Valley Investor Andy Rachleff#174: Legendary investor Andy Rachleff shares invaluable lessons to accelerate your personal and professional growth. He explores how success can be achieved through the power of intellectual curiosity, non-consensus thinking, effective writing and questioning, and decision-making. He also offers practical advice on career advancement and leadership.Andy Rachleff co-founded Benchmark Capital, one of the most successful venture capital firms, and is currently the co-founder and executive chairman of Wealthfront. He teaches at the Stanford Graduate School of Business and serves as chairman of the endowment investment committee at the University of Pennsylvania.Link to Full Show N...
2024-05-221h 03BG2Pod with Brad Gerstner and Bill GurleyEp9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss OpenAI ChatGPT-4o, Astra, Consumer AI, Enterprise AI, China Tariffs, Trade Regulation, the tech markets, and more. Enjoy another episode of Bg2.
Timestamps:
(00:00) Intro
(00:40) Open AI Launches GPT-4 Omni
(10:29) Chat GPT-4o Benchmarks
(14:11) Voice as the New GUI
(20:01) Breakout Power of ChatGPT
(22:09) Consumer AI vs Enterprise AI Landscape
(27:51) AI Disruption
(35:45) Regulation & Industrial Policy
(43:47) China Tariffs
2024-05-161h 01BG2Pod with Brad Gerstner and Bill GurleyEp8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Head of Groq Cloud) they discuss AI Models, Data Scaling, Enterpise AI, Personal AI, the tech markets, and more. Enjoy another episode of Bg2.
Timestamps:
(00:00) Intro
(01:10) $META Llama 3
(20:40) Enterprise AI
(36:50) Personal AI
(50:07) $TSLA Earnings Call & Rideshare
(52:10) Tech Check
Available on Apple, Spotify, www.bg2pod.com
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...
2024-04-291h 05BG2Pod with Brad Gerstner and Bill GurleyEp7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss The Great IPO Debate, Tesla Robotaxi vs. Uber, and a Tech Check. Enjoy another episode of Bg2.
Timestamps:
(00:00) Introduction + Eclipse
(01:56) The Great IPO Debate
(41:33) Tesla Robotaxi vs. Uber
(01:10:27) Market Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @bgurley https://twitter.c...
2024-04-181h 18BG2Pod with Brad Gerstner and Bill GurleyEp6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & MoreOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out, AI demand overhyped or underhyped, and current market valuations. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro
(2:49) Demand for Compute Is Virtually Unlimited
(27:53) Everywhere we Look we are building more and bigger Supercomputers
(35:49) The AI Induced Power Gap & The Need for Nuclear
(50:21) Valuations / Market Check
...
2024-04-041h 08BG2Pod with Brad Gerstner and Bill GurleyEp5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob MylodOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com & Managing Partner of Annox Capital) they discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro
(2:07) Bob Mylod | Stock-Based Compensation
(58:03) Apple's Potential Partnership with Google on AI
(1:04:00) Tiktok The Future of TikTok in the US
(01:12:34) Microsoft's Acquisition of Inflection
...
2024-03-211h 26
What's Good?Mose Cassaro | Startup IncubatorMose Cassaro is the Director of Venture Capital at StartUp Rutland, an early-stage venture fund and accelerator, in partnership with gener8tor, a $2B accelerator and VC fund. Nominated for Forbes 30 Under 30 in 2024, he's a NYC native who founded his first angel-backed startup at 15. An entrepreneurship graduate from Hofstra University, Mose briefly worked in investment banking before rejoining the startup world. He's been instrumental in various startups, including one currently raising their Series AVOUCH Profile: https://vouch.page.link/v59kInstagram: https://www.instagram.com/mose.cassaro/Twitter: https://twitter.com/mosecassaro...
2024-03-121h 36BG2Pod with Brad Gerstner and Bill GurleyEp4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market UpdateOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving V12 and imitation learning, AI model improvements: open vs. closed, & more. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro + Phase Shifts
(3:42)Tesla FSD 12 & Imitation Learning
(28:32) AI Model Improvements | Open vs Closed Models
(49:10) Elon Musk Delaware Court Case
(58:30) Macro Market Outlook
Available on Apple, Spotify, www.bg2pod.com
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...
2024-03-071h 03BG2Pod with Brad Gerstner and Bill GurleyBG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more. Enjoy another episode of Bg2.
Timestamps:
(0:00) Introduction
(3:14) Earnings / Inflation / Rates
(10:16) Impact of AI on Google / Meta
(32:47) Why not also MSFT/Apple/Amazon?
(57:06) Chips, Fabs, Future Compute Needs
Available on Apple, Spotify, www.li...
2024-02-221h 21BG2Pod with Brad Gerstner and Bill GurleyBG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software valuations, public markets earnings, all things AI and legal immigration. Enjoy another Episode of Bg2.
Available on Apple, Spotify, www.linktr.ee/bg2pod
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @gurley https://twitter.com/bgurley
Aaron Levie @levie https://twitter.com/levie
BG2 Pod @bg2pod...
2024-02-081h 25BG2Pod with Brad Gerstner and Bill GurleyBG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01The rumors were true. Enjoy another Episode of Bg2.
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(0:00) Introduction and discussion on current market trends
(3:12) Main topic: AI and its recent surge in venture capital investing
(14:04) Discussion on the potential issues in AI companies
(25:00) Analysis of public software valuations and their implications
(33:01) Future of investing in tech companies
(38:27) State of startups and challenges in raising capital
(46:37) Comparing the 1999...
2024-01-251h 09