Podcast · 44 episodes
BG2Pod with Brad Gerstner and Bill Gurley
by BG2Pod · English
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
Latest episodes
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2The panel breaks down the upcoming SpaceX IPO and argues SpaceX is positioned as a “must-own” bet on both space (Starlink) and AI compute.11 Jun 2026 · 1 h 21 min
ChatGPT – The Super Assistant Era | BG2 Guest InterviewBG2Pod with Brad Gerstner and Bill Gurley15 Mar 2026 · 1 h 4 min
AI Enterprise - Databricks & Glean | BG2 Guest InterviewBG2Pod with Brad Gerstner and Bill Gurley23 Dec 2025 · 45 min
All episodes
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2The panel breaks down the upcoming SpaceX IPO and argues SpaceX is positioned as a “must-own” bet on both space (Starlink) and AI compute.11 Jun 2026 · 1 h 21 min · 39 chapters
ChatGPT – The Super Assistant Era | BG2 Guest InterviewBG2Pod with Brad Gerstner and Bill Gurley15 Mar 2026 · 1 h 4 min · 29 chapters
AI Enterprise - Databricks & Glean | BG2 Guest InterviewBG2Pod with Brad Gerstner and Bill Gurley23 Dec 2025 · 45 min
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley31 Oct 2025 · 1 h 14 min
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley14 Oct 2025 · 1 h 2 min
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad GerstnerIn this episode of BG2Pod, Brad Gerstner and Bill Gurley discuss the transformative impact of AI on computing, investments, and the broader implications for the American economy with Jensen Huang,…26 Sep 2025 · 1 h 44 min
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest InterviewA bi-weekly discussion on technology, markets, investing, and capitalism featuring Brad Gerstner and Bill Gurley with guest host Apoorv Agrawal.11 Sep 2025 · 1 h 9 min
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley28 Aug 2025 · 1 h 7 min
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley31 Jul 2025 · 1 h 4 min
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update10 Jul 2025 · 1 h 19 min
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley21 Jun 2025 · 22 min
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2An open-source bi-weekly conversation hosted by Brad Gerstner and Bill Gurley covering various topics related to technology, markets, investing, and capitalism.20 Jun 2025 · 1 h 1 min
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad GerstnerIn this episode, the hosts delve into various pressing topics surrounding technology, markets, and capitalism.5 Jun 2025 · 1 h 1 min
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad GerstnerBrad Gerstner (@altcap) & Bill Gurley (@bgurley)22 May 2025 · 1 h 16 min
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad GerstnerThe BG2Pod features bi-weekly discussions hosted by Brad Gerstner and Bill Gurley, focusing on technology, markets, investing, and capitalism.24 Apr 2025 · 1 h 3 min
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley4 Apr 2025 · 1 h 13 min
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPTBrad Gerstner (@altcap) & Bill Gurley (@bgurley)21 Mar 2025 · 1 h 22 min
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad GerstnerIn this episode of the BG2Pod, Brad Gerstner and Bill Gurley engage in a thorough discussion concerning:1 Mar 2025 · 1 h 3 min
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley5 Feb 2025 · 1 h 14 min
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad GerstnerIn this episode, Brad Gerstner and Bill Gurley discuss a variety of topics in technology, markets, investing, and capitalism. They are joined by surprise guest Rene Haas, CEO of ARM Holdings.23 Jan 2025 · 1 h 11 min
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley11 Jan 2025 · 1 h 23 min
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad GerstnerThe BG2Pod features a bi-weekly conversation between Brad Gerstner and Bill Gurley, exploring technology, markets, investing, and capitalism.23 Dec 2024 · 1 h 30 min
Satya Nadella | BG2 w/ Bill Gurley & Brad GerstnerBrad Gerstner (@altcap) & Bill Gurley (@bgurley)12 Dec 2024 · 1 h 25 min
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest AmericaBG2Pod with Brad Gerstner and Bill Gurley27 Nov 2024 · 44 min