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BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
45 episodes tracked Similar shows
71%Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
BG2Pod with Brad Gerstner and Bill Gurley
1h 39m ·
55%The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
BG2Pod with Brad Gerstner and Bill Gurley
1h 20m ·
41%ChatGPT – The Super Assistant Era | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley
1h 03m ·
47%AI Enterprise - Databricks & Glean | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley
45m ·
55%All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 14m ·
53%AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 01m ·
60%NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 44m ·
44%Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley
1h 08m ·
56%China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 06m ·
51%China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 04m ·
52%Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
BG2Pod with Brad Gerstner and Bill Gurley
1h 18m ·
47%Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
21m ·
51%Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
BG2Pod with Brad Gerstner and Bill Gurley
1h 01m ·
Not scored yet
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 01m ·
53%AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 16m ·
54%Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 02m ·
Not scored yet
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 13m ·
52%NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
BG2Pod with Brad Gerstner and Bill Gurley
1h 22m ·
55%Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 03m ·
52%DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 14m ·
53%Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 11m ·
54%Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 23m ·
55%AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 29m ·
54%Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 24m ·
Not scored yet
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America
BG2Pod with Brad Gerstner and Bill Gurley
44m ·
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Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 03m ·
Not scored yet
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
BG2Pod with Brad Gerstner and Bill Gurley
1h 06m ·
Not scored yet
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
54m ·
Not scored yet
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 21m ·
Not scored yet
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 06m ·
Not scored yet
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 18m ·
Not scored yet
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 25m ·
Not scored yet
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 17m ·
Not scored yet
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
57m ·
Not scored yet
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 01m ·
Not scored yet
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
58m ·
Not scored yet
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 01m ·
Not scored yet
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 05m ·
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Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
1h 18m ·
Not scored yet
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
BG2Pod with Brad Gerstner and Bill Gurley
1h 08m ·
Not scored yet
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
BG2Pod with Brad Gerstner and Bill Gurley
1h 26m ·
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Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update
BG2Pod with Brad Gerstner and Bill Gurley
1h 03m ·
Not scored yet
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
BG2Pod with Brad Gerstner and Bill Gurley
1h 21m ·
Not scored yet
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
BG2Pod with Brad Gerstner and Bill Gurley
1h 25m ·
Not scored yet
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 Gurley
1h 09m ·
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