BG2Pod with Brad Gerstner and Bill Gurley

Episodes

• Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

  Jan 23, 2025

  The Stargate project signifies a major push for AI investment and advancement in the U.S., involving high-profile tech leaders and substantial funding commitments.

• Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner

  Jan 11, 2025

  AI is set to become capable of performing cognitive tasks previously done by humans within three to four years, which could dramatically affect the economy and labor market.

• AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner

  Dec 23, 2024

  NVIDIA currently dominates the AI semiconductor space, handling a majority of global AI workloads and maintaining a competitive edge through superior hardware and software.

• Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

  Dec 12, 2024

  The importance of strategic foresight in leadership is critical for navigating technological shifts.

• BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

  Nov 27, 2024

  Not summarized yet

• Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner

  Nov 21, 2024

  Not summarized yet

• Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball

  Oct 31, 2024

  Not summarized yet

• Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner

  Oct 13, 2024

  Not summarized yet

• Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

  Oct 13, 2024

  Not summarized yet

• Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner

  Sep 25, 2024

  Not summarized yet

• Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner

  Sep 9, 2024

  Not summarized yet

• Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner

  Aug 9, 2024

  Not summarized yet

• Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner

  Jul 25, 2024

  Not summarized yet

• Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

  Jul 11, 2024

  Not summarized yet

• Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner

  Jun 22, 2024

  Not summarized yet

• Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

  Jun 10, 2024

  Not summarized yet

• Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner

  May 16, 2024

  Not summarized yet

• Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner

  Apr 29, 2024

  Not summarized yet

• Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner

  Apr 18, 2024

  Not summarized yet

• Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More

  Apr 4, 2024

  Not summarized yet