BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | 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 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 Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod
4 kwi 2025 - 01 godz 13 min 12 sek
NVDA GTC, M Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
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 Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod
21 mar 2025 - 01 godz 22 min
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | 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 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 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 Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod https://x.com/BG2Pod
1 mar 2025 - 01 godz 03 min 19 sek
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | 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 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 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
5 lut 2025 - 01 godz 14 min 07 sek
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | 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 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 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 Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley Rene Haas @renehaas237 BG2 Pod @bg2pod https://x.com/BG2Pod
23 sty 2025 - 01 godz 11 min 08 sek
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | 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 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) Intro (02:58) Frontline Ideas for 2025 (07:02) The Bogeyman (Interest Rates and Inflation) (09:21) Mega Cap Valuations Expectations (14:02) Big Tech CapEx (16:51) Scaling Inference (20:11) Future of AI (39:50) Role of Power in AI Development (42:58) Interest Rates Economic Growth (45:11) Federal Spending DOGE (54:15) Regulatory Landscape for AI (01:01:27) Co-opetition in AI (01:17:06) Reasoning Models Chain of Thought Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod https://x.com/BG2Pod
11 sty 2025 - 01 godz 23 min 11 sek
AI Semiconductor Landscape feat. Dylan Patel | 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 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 paradox of building bigger clusters despite claims that pretraining is obsolete, inference-time compute, NVIDIA's comparison to Cisco, evolving memory technology, chip competition, future predictions, more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (01:50) Dylan Patel Backstory (02:36) SemiAnalysis Backstory (04:18) Google's AI Workload (06:58) NVIDIA's Edge (10:59) NVIDIA's Incremental Differentiation (13:12) Potential Vulnerabilities for NVIDIA (17:18) The Shift to GPUs: What It Means for Data Centers (22:29) AI Pre-training Scaling Challenges (29:43) If Pretraining Is Dead, Why Bigger Clusters? (34:00) Synthetic Data Generation (36:26) Hyperscaler CapEx (38:12) Pre-training and Inference-tIme Reasoning (41:00) Cisco Comparison to NVIDIA (44:11) Inference-time Compute (53:18) The Future of AI Models and Market Dynamics (01:00:58) Evolving Memory Technology (01:06:46) Chip Competition (01:07:18) AMD (01:10:35) Google’s TPU (01:14:51) Amason’s Tranium (01:17:33) Predictions for 2025 and 2026 Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley Dylan Patel @dylan522p BG2 Pod @bg2pod
23 gru 2024 - 01 godz 29 min 41 sek
Satya Nadella | 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 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 safety more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (01:31) Becoming Microsoft CEO (06:42) Satya’s Memo to CEO Committee (10:42) Satya’s Advantage as a CEO (11:34) Advice for CEOs (15:01) Microsoft’s Investment in OpenAI (19:42) AI Arms Race (23:55) Legacy Search and Consumer AI (28:07) The Future of AI Agents (38:32) Near-Infinite Memory (39:47) Copilot Approach to AI Adoption (50:26) Leveraging AI within Microsoft (56:03) CapX (01:00:20) The Cost of Model Scaling and Inference (01:15:15) Open AI Conversion to Profit (01:18:05) Next Steps for OpenAI (01:19:43) Open vs. Closed and Safe AI Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod #BillGurley #BradGerstner #Bg2Pod
12 gru 2024 - 01 godz 24 min 41 sek
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America
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) Innovation in China U.S. Competitiveness (05:43) DOGE Balancing the Budget (10:43) Service Titan IPO “Compounding Ratchet” (15:36) Gov Newsom Attack on Tesla (18:33) FedNow + Innovations in Payment Systems (23:44) Tariffs as Negotiation Tactics (27:36) Anthropic Open Source AI (30:39) Warren Buffett's Philanthropy (40:06) Invest America Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod https://x.com/BG2Pod #BillGurley #BradGerstner #Bg2Pod
27 lis 2024 - 44 min 07 sek
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | 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 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 of AI Scaling Trends (12:20) The Future of Inference and Data Quality (17:51) AI Memory and Actions (21:47) National Full Self-Driving Regulation (23:14) FSD 13 (29:41) Market Disruption: Winners and Losers in the Auto Industry (31:18) The Future of OEM’s (40:41) Department of Government Efficiency (DOGE) (54:47) Tech Market Check 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 #BillGurley #BradGerstner #Bg2Pod
21 lis 2024 - 01 godz 03 min 11 sek