Podcast · 44 episodes
BG2Pod with Brad Gerstner and Bill Gurley, page 2
by BG2Pod · English
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
All episodes, page 2
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley21 Nov 2024 · 1 h 3 min
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin BallBG2Pod with Brad Gerstner and Bill Gurley31 Oct 2024 · 1 h 6 min
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley13 Oct 2024 · 54 min
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley13 Oct 2024 · 1 h 21 min
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad GerstnerBrad Gerstner (@altcap) & Bill Gurley (@bgurley)25 Sep 2024 · 1 h 6 min
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad GerstnerBrad Gerstner (@altcap) & Bill Gurley (@bgurley)9 Sep 2024 · 1 h 19 min
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad GerstnerEp14. Public Market Volatility, AI Air Pocket, $GOOG Ruling9 Aug 2024 · 1 h 26 min
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley25 Jul 2024 · 1 h 18 min
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley11 Jul 2024 · 57 min
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad GerstnerIn this episode of BG2Pod, hosts Brad Gerstner and Bill Gurley recap key discussions from the Coatue Conference and delve into various topics including Tesla's shareholder vote, the ISS controversy,…22 Jun 2024 · 1 h 2 min
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad GerstnerBrad Gerstner (@altcap) & Bill Gurley (@bgurley)10 Jun 2024 · 59 min
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad GerstnerBrad Gerstner (@altcap) & Bill Gurley (@bgurley)16 May 2024 · 1 h 1 min
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad GerstnerBG2Pod with Brad Gerstner and Bill Gurley29 Apr 2024 · 1 h 5 min
Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad GerstnerBrad Gerstner (@altcap) & Bill Gurley (@bgurley)18 Apr 2024 · 1 h 18 min
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & MoreIn Episode 6 of BG2Pod, hosts Brad Gerstner and Bill Gurley engage in a comprehensive discourse on the burgeoning field of Artificial Intelligence (AI), focusing on the implications of the current AI…4 Apr 2024 · 1 h 8 min
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob MylodBG2Pod with Brad Gerstner and Bill Gurley21 Mar 2024 · 1 h 27 min
Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market UpdateBG2Pod with Brad Gerstner and Bill Gurley7 Mar 2024 · 1 h 4 min
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03This episode features a bi-weekly discussion between Brad Gerstner and Bill Gurley, covering various topics related to technology, markets, investing, and the impact of AI on big tech companies.22 Feb 2024 · 1 h 22 min
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02Brad Gerstner (@altcap), Bill Gurley (@bgurley)8 Feb 2024 · 1 h 25 min
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01 BG2Pod with Brad Gerstner and Bill Gurley25 Jan 2024 · 1 h 10 min