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
The rumors were true. Enjoy another Episode of Bg2. ____________________________________ (0:00) Introduction and discussion on current market trends (3:12) Main topic: AI and its recent surge in venture capital investing (14:04) Discussion on the potential issues in AI companies (25:00) Analysis of public software valuations and their implications (33:01) Future of investing in tech companies (38:27) State of startups and challenges in raising capital (46:37) Comparing the 1999 bubble to the cur...
Jan 25, 2024•1 hr 10 min•Ep. 1