BG2Pod with Brad Gerstner and Bill Gurley

Episodios disponibles

5 de 36

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(3:55) Open-Source Models in China(17:54) Future of American Open-Source Models(26:30) Compute Arms Race(47:05) China, Tariffs, and Reordering of Global TradeShow Notes:Artificial Analysis - Intelligence vs. PriceMary Meeker Bond Deck Produced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod
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1:04:20
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1:04:20
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(4:13) Lessons from the 90’s at Dell(8:37) Invest America Act Signed Into Law(27:12) Government Spending and Budget Deficit(36:05) The AI Talent War (46:25) AI's Role in Economic Growth and Productivity(53:42) AI Compute–Explosion in Demand(1:03:53) Market CheckShow Notes:Invest AmericaNext Gen Personal FinancePlay Nice But Win: A CEO's Journey from Founder to LeaderMilken Institute: The Economic Impact of Invest America AccountsProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2podMichael Dell @MichaelDell
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1:18:35
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1:18:35
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2!Show Notes:Coatue EMW 2025 SlidesAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurleyKevin Weil @kevinweilBG2 Pod @bg2pod
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21:36
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21:36
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:36) The AI Super Cycle(07:47) Stablecoin & Cryptocurrency(16:19) Consumer AI & Impact on $GOOG(22:54) GPU Allocation v Cloud Revenue Market Share(28:56) AI Impact on Macro + Debt(35:20) Private Markets, IPO’s, M&A’s(45:59) Golden Age of Margin Expansion(51:48) Jevon’s Paradox(53:19) Insights for Founders and CEOsShow Notes:Coatue EMW 2025 SlidesAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod
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1:01:16
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1:01:16
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(04:24) Pace of AI + Data Walls(11:43) China's 1000 Startup Strategy(26:18) Talent Acquisition and Immigration Policies(36:24) Rare Earths, Chips / China Trade Deal(53:46) Corporate Governance and Delaware DilemnaShow Notes:Reddit v. AnthropicChina’s “Thousand Startups Bloom”Available on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod
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1:01:11
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1:01:11