BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod
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《BG2Pod with Brad Gerstner and Bill Gurley》Podcast

Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

  1. 8月9日

    Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner

    Open 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  (01:05:21) Search GPT and Evolving AI Landscape (1:18:17) The Need for Regulatory Clarity in AI Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod

    1 小時 26 分鐘

  2. 7月25日

    Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner

    Open 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 (01:03:37) The Impact of AI on Self-Driving Cars (01:10:33) Lessons from the CrowdStrike Incident (01:16:11) Spotify's Success under Daniel Ek  Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley BG2 Pod @bg2pod https://x.com/BG2Pod **** Shownotes Open Source AI Is the Path Forward - Letter by Mark Zuckerberg Misha Laskin on Training Data Podcast Freda Duan tweet on self-driving cars in China Dr. Jay Bhattacharya on Tetragrammaton with Rick Rubin #BillGurley #BradGerstner #Bg2Pod

    1 小時 18 分鐘

  3. 7月11日

    Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

    Open 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 Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod Shownotes: AI’s $600B Question by David Cahn Widowmaker Documentary

    57 分鐘

  4. 6月22日

    Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner

    Open 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 (33:03) Challenges and Considerations for IPOs (35:55) SPECIAL GUEST: Coatue Founder Phillipe Laffont (39:27) AI Startups Staying Lean (42:31) AI Agents and the Future of Work (45:28) Tesla's Shareholder Vote and ISS Controversy  (50:57) Delaware's Legal Precedent and Corporate Implications  (58:27) Globalization and Competitive Advantage Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod

    1 小時 2 分鐘

  5. 6月10日

    Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

    Open 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 Dead? (37:03) The Impact of Excess Capital in the Late-Stage Market (42:18) How AI Spending Affects Investments (54:52) Opportunities for Investments in the Public Markets Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod

    59 分鐘

  6. 5月16日

    Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner

    Open 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 (53:15) Tech Market Check Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap  Bill Gurley @bgurley https://x.com/bgurley  BG2 Pod @bg2pod https://x.com/BG2Pod #BillGurley #BradGerstner #Bg2Pod

    1 小時 1 分鐘

  7. 4月29日

    Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner

    Open 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 Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley Sunny Madra @sundeep https://x.com/sundeep BG2 Pod @bg2pod https://x.com/BG2Pod

    1 小時 5 分鐘

  8. 4月18日

    Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner

    Open 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.com/bgurley  BG2 Pod @bg2pod https://twitter.com/BG2Pod #BillGurley #BradGerstner #Bg2Pod

    1 小時 18 分鐘
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Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

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