Episodes
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Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO?
They unpack the major levers behind SpaceXâs next phase: Starship rapid reusability, Starlink broadband and direct-to-cell, Elonâs emerging AI compute business, xAIâs model ambitions, the Cursor acquisition, and the long-term promise of orbital data centers.
The group also debates whether SpaceX is becoming a new kind of AI hyperscaler â âElon Web Servicesâ â and what that means for the future of compute, cloud, and frontier intelligence.
Then they dive into the latest model race: Fable 5, Mythos, ChatGPT 5.5, long-running agents, open source vs. frontier models, Nvidia vs. ASICs, the AI CapEx boom, and why the market may still be underestimating the scale of AI demand. Enjoy another episode of BG2!
Timestamps:
(00:40) Intro â SpaceX IPO in Two Days, Mythos Launches, Taiwan Takeaways
(03:05) xAI's Google & Anthropic Deals: Highest Operating Profit Per Gigawatt
(13:28) "Elon Web Services" â Nobody Had AI Compute in the SpaceX Model
(19:08) Data Centers Are Not Commodities: First-Principles Design
(26:01) Orbital Compute Economics: $5B Per Gigawatt in Space vs. $25B on the Ground
(29:25) The Most Underrated Variable: What Cursor Does for xAI's Model
(35:05) Bull & Bear Case â Can SpaceX Really 8X Revenue in 4 Years?
(37:00) Post-IPO Drawdowns, Lock-Ups & How to Size the Position
(43:56) Fable 5, Mythos & Why Snapshot Benchmarks Are Broken
(51:00) Frontier vs. Open Source: 90% of Revenue Accrues at the Frontier
(01:04:11) $1.5T in CapEx vs. $300B in AI Revenue â Does the Math Math?
(01:18:13) The Next $1 Trillion: Three Companies, Half the Time
Produced by Edward Schmidt & Dan Shevchuk
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Gavin Baker @GavinSBaker https://x.com/GavinSBaker
Clark Tang @_clarktang https://x.com/_clarktang
BG2 Pod @bg2pod https://x.com/BG2Pod
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In this BG2 guest interview, Altimeter Partner Apoorv Agrawal sits down with Nick Turley of OpenAI for a deep dive into how ChatGPT became one of the fastest-growing products in historyâand what comes next.
They discuss how OpenAI thinks about retention and product metrics, why long-term engagement matters more than raw growth, and how ChatGPT gets the next billion users. The conversation explores the future of AI assistants: moving beyond chat into proactive agents that can take actions, complete long-horizon tasks, and integrate deeply into usersâ daily lives.
Nick also shares how OpenAI balances product improvements with breakthrough research, how GPU constraints shape product decisions, and why building for both power users and everyday consumers is essential to discovering new use cases. The episode covers the evolution of ChatGPT pricing, the role of partnerships and distribution, and how OpenAI is thinking about scaling access to AI globally.
A must-watch discussion for builders, operators, and investors trying to understand the next phase of AIâfrom chatbots to true âsuper assistants.âTimestamps:
(00:00) Intro
(01:00) Nick Turleyâs Journey to OpenAI
(02:15) ChatGPTâs North Star: Long-Term Retention
(04:15) Why ChatGPTâs Retention Curve âSmilesâ
(06:45) What Drove ChatGPTâs Consumer Breakout
(10:15) How OpenAI Gets the Next Billion Users
(14:15) When ChatGPT Starts Taking Actions
(18:15) Why Coding Agents Came First
(21:00) Beyond Chatbots: The Super Assistant Vision
(24:00) Power Users vs. Casual Users
(28:00) Why ChatGPT Pricing Has to Change
(33:45) Partnerships, Distribution, and Product Tradeoffs
(37:15) GPUs, Scarcity, and the Cost of Scaling AI
(41:30) Shopping, ChatGPT as a Thought Partner, and Code Red
(51:45) OpenAIâs Future Interface, Rapid Fire, AI Jobs, and Nickâs AGI Moments
Produced by Dan Shevchuk
Music by Yung Spielberg
Available on Apple, Spotify, â www.bg2pod.comâ
Follow:
Apoorv Agrawal @apoorv03 https://x.com/apoorv03
BG2 Pod @bg2pod â https://x.com/BG2Pod
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Missing episodes?
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In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on whatâs actually working in enterprise AIâand what isnât.
They unpack why 95% of AI projects fail, why LLMs are rapidly commoditizing, and why durable advantage is shifting to proprietary data, agentic systems, and workflow integration. The conversation dives deep into real-world use cases across finance, healthcare, and retail; the debate over whether we already have AGI; and how AI spend, CapEx, and valuation bubbles will realistically play out. A must-watch for builder, and investors navigating the AI transition inside real organizations.
Timestamps:
(00:00) Intro
(01:00) Consumer AI vs. Enterprise Reality
(02:15) Why 95% of AI Projects Fail
(04:15) RBC, Merck, and 7-Eleven Use Cases
(06:45) What Actually Makes AI Work
(07:00) LLMs Are CommoditiesâData Is the Moat
(08:45) Failed AI Bets at Databricks & Glean
(11:00) RPA vs. Generative AI
(14:15) Advice for CIOs Planning AI Budgets
(16:00) AI CapEx and the Revenue Math
(18:00) The Three Camps of AI
(21:00) Making AI Useful Inside Enterprises
(24:30) Why Apps Capture the Value
(30:00) The Future of UI, Voice, and Data Entry
(37:30) Rapid Fire: Winners, Bubbles, Long/Short
Produced by Dan Shevchuk
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Apoorv Agrawal @apoorv03 https://x.com/apoorv03
BG2 Pod @bg2pod https://x.com/BG2Pod -
Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAIâMicrosoft partnership, how it unlocked massive scale in the cloud, and what it reveals about the future of intelligence and capital.Nadella breaks down how Microsoft is expanding Azure and Copilot to meet explosive demand. Altman shares his view on progress, power, and the human drive to push boundaries. A candid, energizing conversation about building the future at scale. Enjoy another episode of BG2!
(00:00) Intro
(02:28) Microsoftâs Investment in OpenAI
(03:19) The Nonprofit Structure and Its Impact
(05:46) Health, AI Security, and Resilience
(07:50) Models, Exclusivity, and Distribution
(08:58) Revenue Sharing and AGI Milestones
(11:38) OpenAIâs Growth and Compute Commitments
(15:21) Compute Constraints and Scaling
(21:27) The Future of AI Devices and Consumer Use
(24:31) Regulation and the Patchwork Problem
(28:01) Looking Ahead to 2026 and Beyond
(37:10) Microsoftâs Strategic Value from OpenAI
(57:15) The Economics of AI and SaaS
(1:04:28) Productivity, Jobs, and the Age of AI
(1:10:43) Reindustrialization of AmericaProduced by Dan ShevchukMusic by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:Brad Gerstner @altcap https://x.com/altcap
BG2 Pod @bg2pod https://x.com/BG2Pod
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Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPve
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a bubble. They dive into the rise of stablecoins and the new financial rails reshaping money, the fight over AI regulation in America, and Billâs next chapterâhis new book Runnin' Down a Dream and what it means to build a career you actually love. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(02:00) Two Years of BG2
(03:45) Bill Stepping Back to Write His Book
(06:00) Runnin' Down a Dream
(07:00) The AI CapEx Bubble?
(09:30) Sham vs. Real Transactions in AI
(11:00) MicrosoftâOpenAI Credits & Cloud Economics
(13:00) Nvidiaâs Investments: Healthy or Hype?
(17:00) CoreWeave, Hidden Leverage & Demand Risks
(19:15) $3 Trillion CapEx: Are We Overbuilding AI?
(21:45) The MAG5 CapEx Surge: Too Much, Too Fast?
(24:30) Metaâs CapEx Comeback & AI ROI
(25:30) OpenAIâs Race for Escape Velocity
(28:30) AI Regulation: State Patchwork Madness
(30:30) Why Federal Preemption Is Critical
(33:15) The Colorado & California AI Acts
(35:00) Stablecoin Surge: $18T in Settlements
(36:45) Gurleyâs Crypto Conversion
(38:30) From PIX to FedNow: The Future of Digital Money
(41:00) Coinbase, Circle, and the 4% Yield Revolution
(43:00) Why Visa & Banks Fear Stablecoins
(45:00) Gurley: âIâm Jumping on the Crypto Trainâ
(46:00) Brad on Invest America (Trump Accounts)
(49:00) Implementation Timeline & Treasury Update
(50:30) Billâs Book: Runnin' Down a Dream
(53:15) The Great Career Reset: Passion vs. Grind
(55:00) Bezosâ Regret Minimization Framework
(57:00) Who the Book Is For
(59:00) Gurleyâs Next Mission
Show Notes:
All-In Summit: Bill Gurley presents 2,851 Miles: https://www.youtube.com/watch?v=F9cO3-MLHOM
Plain English: This Is How the AI Bubble Could Burst: https://podcasts.apple.com/us/podcast/this-is-how-the-ai-bubble-could-burst/id1594471023?i=1000728026459
Bezosâ Regret Minimization Framework: https://www.youtube.com/watch?v=jwG_qR6XmDQ
Produced by Dan Shevchuk
Music by Yung Spielberg
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
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories, sovereign AI, and protecting the American Dreamâthis episode explores how accelerated computing is reshaping the global economy. NVIDIA, OpenAI, hyperscalers, and global infrastructure: the AI race is on. Donât miss this must-listen BG2.
(00:00) Intro
(0:37) The Year in AI Recap
(3:24) OpenAI Stargate & Nvidia Investment
(8:41) Nvidia Accelerated Compute TAM
(18:55) $NVDA ROI â Glut or Bubble?
(27:45) Roundtripping Claims
(31:10) Annual Release Cadence & Extreme Co-design
(40:45) Future of ASICs & Economics
(53:47) Nvidia's Competitive Moat
(56:55) Elon, X.ai & Colossus 2
(58:47) Sovereign AI & Global Buildout
(1:02:21) The AI Administration
(1:07:43) Chinese AI Chips & NVIDIAâs Role
(1:17:24) H-1B, Talent, & the American Dream
(1:29:33) Invest America & American Right to Rise
(1:37:40) The Future AheadProduced by Dan Shevchuk
Music by Yung Spielberg
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
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeterâs Apoorv Agrawal explores how OpenAI is reshaping enterprise with Sherwin Wu, Head of Engineering OpenAI Platform, and Olivier Godement, Head of Product OpenAI Platform. From T-Mobileâs AI voice support to Amgenâs drug breakthroughs to Los Alamosâ air-gapped supercomputerâthis episode dives into the real world of AI at scale. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(01:50) OpenAIâs Enterprise Mission: Beyond ChatGPT
(06:00) Case Study: T-Mobile <> Voice & Support
(11:30) Case Study: Amgen <> Accelerating Drug Development
(13:45) Case Study: Los Alamos National Lab
(17:00) Why 95% of AI Deployments Fail?
(20:30) Physical vs Digital Autonomy: Scaffolding & Infrastructure
(26:00) GPT-5: Release, Benchmarks vs Behavior
(30:00) GPT-5 Feedback: Instruction Following, Hallucinations, Code Quality
(33:00) Multimodality: Text, Voice, and Video
(35:30) Audio: Realtime API vs Stitched Audio
(38:00) Model Customization & Reinforcement Fine-Tuning (RFT)
(43:00) Rapid Fire: Long/Short Picks
(1:03:00) Highlights and Lowlights @ OpenAI
Show Notes:
T-Mobile Partnership: https://www.t-mobile.com/news/business/t-mobile-launches-intentcx-with-openai
Amgen Partnership: https://openai.com/index/gpt-5-amgen/
Los Alamos Partnership: https://www.lanl.gov/media/news/0130-open-ai
MIT AI Report: https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf
Produced by Dan Shevchuk
Music by Yung Spielberg
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
Apoorv Agrawal @apoorv03 https://x.com/apoorv03
Sherwin Wu @sherwinwu https://x.com/sherwinwu
Olivier Godement @oliviergodement https://x.com/oliviergodement -
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into Chinaâs explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and tradeâand what America must do to win the global tech race. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(01:20) OpenAI, Anthropic, Private Market Overheating
(03:30) China's Role in the Global Tech Order
(04:50) Why Bill Went to China
(06:40) Dan Wang's Breakneck: Engineers vs Lawyers
(10:30) Xiaomi, BYD, and Auto Innovation
(14:00) Factory Productivity, Automation, and the Jobs Debate
(15:20) Open Source Model Culture in China
(19:30) Can the US Compete Without Reform?
(23:30) Tariffs, Trade Deals, and a Path to Cooperation
(28:00) Waymo, Baidu, and Cost Innovation
(33:00) Is China Winning Global Trade?
(36:30) Debunking the Subsidy Narrative
(38:30) What the CEOs Who Visit China Actually Say
(41:30) China's AI Ecosystem: DeepSeek, Qwen, Alibaba Cloud
(44:00) Open Source in China and the US: Strategic Choices
(48:00) VC Pullback from China & What's Still Happening on the Ground
(53:00) China's New K-Visa vs US Skilled Immigration Policies
(56:30) Gurley: Read Dan Wangâs Breakneck, Watch the Ground Game
(01:03:00) VC Pullback from China
Show Notes:
Open Source Development in China https://merics.org/sites/default/files/2021-05/MERICS%20Primer%20Open%20Source%202021_0.pdf
Lei Jun 2024 Annual Speech: https://www.youtube.com/live/l5f3wvLwLXY
Produced by Dan Shevchuk
Music by Yung Spielberg
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 -
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(3:55) Open-Source Models in China
(17:54) Future of American Open-Source Models
(26:30) Compute Arms Race
(47:05) China, Tariffs, and Reordering of Global Trade
Show Notes:
Artificial Analysis - Intelligence vs. Price
Mary Meeker Bond Deck
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90âs, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(4:13) Lessons from the 90âs at Dell
(8:37) Invest America Act Signed Into Law
(27:12) Government Spending and Budget Deficit
(36:05) The AI Talent War
(46:25) AI's Role in Economic Growth and Productivity
(53:42) AI ComputeâExplosion in Demand
(1:03:53) Market Check
Show Notes:
Invest America
Next Gen Personal Finance
Play Nice But Win: A CEO's Journey from Founder to Leader
Milken Institute: The Economic Impact of Invest America Accounts
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Michael Dell @MichaelDell
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2!
Show Notes:
Coatue EMW 2025 Slides
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley
Kevin Weil @kevinweil
BG2 Pod @bg2pod -
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatueâs Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPUâs, Macroeconomics, publc markets, VC markets, M&Aâs, insights for founders and CEOâs, and more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(02:36) The AI Super Cycle
(07:47) Stablecoin & Cryptocurrency
(16:19) Consumer AI & Impact on $GOOG
(22:54) GPU Allocation v Cloud Revenue Market Share
(28:56) AI Impact on Macro + Debt
(35:20) Private Markets, IPOâs, M&Aâs
(45:59) Golden Age of Margin Expansion
(51:48) Jevonâs Paradox
(53:19) Insights for Founders and CEOs
Show Notes:
Coatue EMW 2025 Slides
Produced by Benny Beausoleil
Music by Yung Spielberg
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
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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, Chinaâs 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's 1000 Startup Strategy
(26:18) Talent Acquisition and Immigration Policies
(36:24) Rare Earths, Chips / China Trade Deal
(53:46) Corporate Governance and Delaware Dilemna
Show Notes:
Reddit v. Anthropic
Chinaâs âThousand Startups Bloomâ
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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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, Bradâs 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
(02:02) AI Diffusion Rule and Middle East Deals
(20:31) China Tariff Deal
(31:10) Reconciliation Bill
(44:06) Invest America inclusion in the bill
(49:09) Delaware Incorporation Rights
(59:51) Major Momentum in Crypto
(01:06:28) Open Source AI in China
Show Notes:
WSJ - The Tech Industry Is Hugeâand Europeâs Share of It Is Very Small
Welcome to the China Hawk Industrial Complex
China's Baidu to make latest Ernie AI model open-source as competition heats up
Lodestar Multipliers in Delaware and Federal Attorney Fee Awards
Produced by Benny Beausoleil
Music by Yung Spielberg
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 -
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 Trade
(23:19) Export Controls: AI War, H20 & Rare Earth Ban
(42:29) New AI Cold War & Zero Sum Game
(52:37) $TSLA & Market Check
Show Notes:
Financial Times - US rare earth champion faces trade war test after tariffs halt China sales
CNBC - U.S. chip controls will benefit Chinaâs Nvidia rivals like Huawei: Analysts
Project Syndicate - Trumpâs $16 Trillion Trade Blind Spot
NYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)
Ezra Klein Podcast feat. Thomas Friedman
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
Reuters - China hits back at US tariffs with export controls on key rare earths
NYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to China
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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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) OpenAI Fundraise
(52:25) Coreweave IPO & AI Demand
(01:04:03) Rumors on TikTok deal
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod -
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 Environment
(40:33) $NVDA Market Position
(55:37) Government Regulations & Impact on AI
(1:04:45) Consumer AI Demand
(1:10:33) AI Unit Economics
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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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) Grokâs Leverage of X Platform
(07:25) AI Consumer Market & SEO
(23:04) AI Memory
(26:15) AI Voice
(29:05) Future AI Assets
(33:29) AI Acceleration in China
(36:09) Regulatory Challenges
(37:46) AI CapEx and Investing Dynamics
(48:38) Government Spending + DOGE
(1:00:51) Golden State Warriors
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
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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
Produced by Benny Beausoleil
Music by Yung Spielberg
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 -
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) Stargateâs Impact on AI Competitive Landscape
(29:03) DeepSeek
(32:03) Special Guest Rene Haas (CEO of ARM Holdings)
(49:46) DeepSeek continued
(51:53) Trumps Executive Orders & Regulatory Freeze
(54:10) Coordination in AI Legistlation
(59:38) US National Debt and Balancing the Budget
(1:01:08) TikTok
(1:05:48) Tech Check
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
Rene Haas @renehaas237
BG2 Pod @bg2pod https://x.com/BG2Pod - Show more
