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
Episodes (43)
ChatGPT – The Super Assistant Era | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley
AI Enterprise - Databricks & Glean | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ B...
BG2Pod with Brad Gerstner and Bill Gurley
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Br...
BG2Pod with Brad Gerstner and Bill Gurley
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley a...
BG2Pod with Brad Gerstner and Bill Gurley
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Gu...
BG2Pod with Brad Gerstner and Bill Gurley
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and B...
BG2Pod with Brad Gerstner and Bill Gurley
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurl...
BG2Pod with Brad Gerstner and Bill Gurley
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, M...
BG2Pod with Brad Gerstner and Bill Gurley
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gur...
BG2Pod with Brad Gerstner and Bill Gurley
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's,...
BG2Pod with Brad Gerstner and Bill Gurley
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill...
BG2Pod with Brad Gerstner and Bill Gurley
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley...
BG2Pod with Brad Gerstner and Bill Gurley
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley...
BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok...
BG2Pod with Brad Gerstner and Bill Gurley
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & R...
BG2Pod with Brad Gerstner and Bill Gurley
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gu...
BG2Pod with Brad Gerstner and Bill Gurley
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad...
BG2Pod with Brad Gerstner and Bill Gurley
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley...
BG2Pod with Brad Gerstner and Bill Gurley
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurle...
BG2Pod with Brad Gerstner and Bill Gurley
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstne...
BG2Pod with Brad Gerstner and Bill Gurley
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories,...
BG2Pod with Brad Gerstner and Bill Gurley
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad G...
BG2Pod with Brad Gerstner and Bill Gurley
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstne...
BG2Pod with Brad Gerstner and Bill Gurley
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurle...
BG2Pod with Brad Gerstner and Bill Gurley
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad...
BG2Pod with Brad Gerstner and Bill Gurley
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerst...
BG2Pod with Brad Gerstner and Bill Gurley
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley...
BG2Pod with Brad Gerstner and Bill Gurley
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gu...
BG2Pod with Brad Gerstner and Bill Gurley
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gur...
BG2Pod with Brad Gerstner and Bill Gurley
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley &...
BG2Pod with Brad Gerstner and Bill Gurley
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley &...
BG2Pod with Brad Gerstner and Bill Gurley
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gu...
BG2Pod with Brad Gerstner and Bill Gurley
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley &...
BG2Pod with Brad Gerstner and Bill Gurley
Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill...
BG2Pod with Brad Gerstner and Bill Gurley
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for Mo...
BG2Pod with Brad Gerstner and Bill Gurley
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Ge...
BG2Pod with Brad Gerstner and Bill Gurley
Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battl...
BG2Pod with Brad Gerstner and Bill Gurley
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact...
BG2Pod with Brad Gerstner and Bill Gurley
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earning...
BG2Pod with Brad Gerstner and Bill Gurley
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valua...
BG2Pod with Brad Gerstner and Bill Gurley