BG2Pod with Brad Gerstner and Bill Gurley

Episodes

• Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more

  Oct 15, 2026

  Not summarized yet

• The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

  Jun 11, 2026

  Not summarized yet

• ChatGPT – The Super Assistant Era | BG2 Guest Interview

  Mar 15, 2026

  Not summarized yet

• AI Enterprise - Databricks & Glean | BG2 Guest Interview

  Dec 23, 2025

  Not summarized yet

• All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

  Oct 31, 2025

  Not summarized yet

• AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

  Oct 14, 2025

  Not summarized yet

• NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

  Sep 26, 2025

  Not summarized yet

• Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview

  Sep 11, 2025

  OpenAI is focusing on AI deployment in enterprise settings, aiming to disseminate the benefits of AGI widely across sectors.

• China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

  Aug 28, 2025

  The U.S. should actively study and learn from China's technological advancements rather than adopting a confrontational stance.

• China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

  Jul 31, 2025

  China's open-source AI models are rapidly advancing and could surpass U.S. models if American firms do not improve their offerings.

• Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

  Jul 10, 2025

  The Invest America Act is a transformative initiative aimed at increasing financial literacy and investment opportunities for children from an early age.

• Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner

  Jun 21, 2025

  Not summarized yet

• Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2

  Jun 20, 2025

  AI is projected to be an essential driver of future technology growth, potentially dominating market capitalization.

• China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

  Jun 5, 2025

  AI advancements are rapid, but new data walls are raising questions about data accessibility for competitive advantage.

• AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner

  May 22, 2025

  The recent shift from AI Diffusion Rules reflects a broader strategy to enhance U.S. competitiveness in global markets.

• Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

  Apr 24, 2025

  The concept of 'winning' the AI war is misleading; AI development is a continuous and collaborative process.

• Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

  Apr 4, 2025

  The market reacted extremely negatively to the announcement of high tariffs, indicating a need for predictability in economic policies.

• NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT

  Mar 21, 2025

  Not summarized yet

• Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner

  Mar 1, 2025

  Grok 3 is positioned as a strong competitor in the AI space, leveraging the existing user base of X to gain traction.

• DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner

  Feb 5, 2025

  Not summarized yet