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 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
(06:20) State of VC and Incentives w/ Jamin Ball
(12:31) Implications of Overcapitalization
(25:08) The Future of Power Law Returns
(38:28) The Impact of AI on Investment Strategies
(46:00) Future of AI and Capital Expenditure
(52:21) Market Reactions to 2024 Election
(01:00:45) Evolution of Search and AI Integration
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Jamin Ball @jaminball
Shownotes
#BillGurley #BradGerstner #Bg2Pod
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com