BG2Pod with Brad Gerstner and Bill Gurley
Brought to you by, BG2Pod
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
...see more
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
...see more
Subscribe and Listen Anywhere
Recent Episodes of BG2Pod with Brad Gerstner and Bill Gurley
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
<...Episode 13 • 25 July 2024 • 1h, 17m and 37s
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:
<...Episode 12 • 11 July 2024 • 57m and 29s
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...
Episode 11 • 22 June 2024 • 1h, 1m and 55s
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 De...
Episode 10 • 10 June 2024 • 58m and 56s
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<...
Episode 9 • 16 May 2024 • 1h, 1m and 23s
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:
...
Episode 8 • 29 April 2024 • 1h, 5m and 6s
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.c...
Episode 7 • 18 April 2024 • 1h, 18m and 22s
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
Open 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
...
Episode • 4 April 2024 • 1h, 8m and 29s
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
Open 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
...Episode 5 • 21 March 2024 • 1h, 26m and 55s
Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update
Open 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
Follow:
...
Episode 4 • 7 March 2024 • 1h, 3m and 42s
© 2024 Skill Piper. All rights reserved