BG2Pod with Brad Gerstner and Bill Gurley

Open 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 ...

Open 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'...

Open 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...

Open 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...

Open 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) Ope...

Open 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 Environm...

Open 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 Vo...

Open 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 Uncertainty

...

Open 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 ...

Open 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...

Open 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 pa...

Open 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 sa...

Open 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) ...

Open 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 ...

Open 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 s...

Open 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 develo...

Open 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 trainin...

Open 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 a...

Open 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,...