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BG2Pod with Brad Gerstner and Bill Gurley

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BG2Pod with Brad Gerstner and Bill Gurley

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

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Recent Episodes of BG2Pod with Brad Gerstner and Bill Gurley


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

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

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

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

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

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

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


BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

Open 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...

Episode 3 22 February 2024 1h, 21m and 47s


BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

Open 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...

Episode 2 8 February 2024 1h, 25m and 7s


BG2 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 | E01

BG2 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 | E01

The rumors were true. Enjoy another Episode of Bg2.


____________________________________


(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...

Episode 1 25 January 2024 1h, 9m and 40s

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