Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Crowdstrike, & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (01:38) The Perceived Political Realignment in Silicon Valley (18:02) Engagement Between Silicon Valley and Washington (27:21) Meta's Ope...
Jul 25, 2024•1 hr 18 min•Ep. 13
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (03:50) Public Market Dispersion (Mag 7 + Consumer Stocks) (22:05) AI Costs vs AI Revenue (47:25) Calcium CT Scans Available on Apple, Spotify, www...
Jul 11, 2024•57 min•Ep. 12
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they recap Coatue Conference and discuss Elon’s pay package, Tesla's shareholder vote, ISS controversy, AI market trends, OpenAI IPO, Delaware court case, and more. Enjoy another episode of BG2. Timestamps: (00:00) Overview of Coatue’s East Meets West Conference (5:05) AI and Market Trends (18:17) Insights on Venture Markets and IPOs (24:15) Challenges and Opportunities...
Jun 22, 2024•1 hr 2 min•Ep. 11
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the late-stage market, the importance of capitalism and immigration for the future of the United States, and more. Enjoy another episode of Bg2. Timestamps: (00:00) Intro (02:16) Letter from Brad’s Mom (07:28) The Changing ...
Jun 10, 2024•59 min•Ep. 10
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss OpenAI ChatGPT-4o, Astra, Consumer AI, Enterprise AI, China Tariffs, Trade Regulation, the tech markets, and more. Enjoy another episode of Bg2. Timestamps: (00:00) Intro (00:40) Open AI Launches GPT-4 Omni (10:29) Chat GPT-4o Benchmarks (14:11) Voice as the New GUI (20:01) Breakout Power of ChatGPT (22:09) Consumer AI vs Enterprise AI Landscape (27:51) AI...
May 16, 2024•1 hr 1 min•Ep. 9
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Head of Groq Cloud) they discuss AI Models, Data Scaling, Enterpise AI, Personal AI, the tech markets, and more. Enjoy another episode of Bg2. Timestamps: (00:00) Intro (01:10) $META Llama 3 (20:40) Enterprise AI (36:50) Personal AI (50:07) $TSLA Earnings Call & Rideshare (52:10) Tech Check Available on Apple, Spotify, www.bg2pod.com Follow: ...
Apr 29, 2024•1 hr 5 min•Ep. 8
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss The Great IPO Debate, Tesla Robotaxi vs. Uber, and a Tech Check. Enjoy another episode of Bg2. Timestamps: (00:00) Introduction + Eclipse (01:56) The Great IPO Debate (41:33) Tesla Robotaxi vs. Uber (01:10:27) Market Check Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @bgurley https://twitt...
Apr 18, 2024•1 hr 18 min•Ep. 7
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out, AI demand overhyped or underhyped, and current market valuations. Enjoy another episode of Bg2. Timestamps: (0:00) Intro (2:49) Demand for Compute Is Virtually Unlimited (27:53) Everywhere we Look we are building more and bigger Supercomputers (35:49) The A...
Apr 04, 2024•1 hr 8 min
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com & Managing Partner of Annox Capital) they discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2. Timestamps: ( 0:00 ) Intro ( 2:07 ) Bob Mylod | Stock-Based Compensation ( 58:03 ) Apple's Potential Partne...
Mar 21, 2024•1 hr 27 min•Ep. 5
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving V12 and imitation learning, AI model improvements: open vs. closed, & more. Enjoy another episode of Bg2. Timestamps: (0:00) Intro + Phase Shifts (3:42)Tesla FSD 12 & Imitation Learning (28:32) AI Model Improvements | Open vs Closed Models (49:10) Elon Musk Delaware Court Case (58:30) Macro Market Outlook Available on Appl...
Mar 07, 2024•1 hr 4 min•Ep. 4
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more. Enjoy another episode of Bg2. Timestamps: (0:00) Introduction (3:14) Earnings / Inflation / Rates (10:16) Impact of AI on Google / Meta (32:47) Why not also MSFT/Apple/Amazon? (57:06) Chips, Fabs, Future Compute Needs Ava...
Feb 22, 2024•1 hr 22 min•Ep. 3
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software valuations, public markets earnings, all things AI and legal immigration. Enjoy another Episode of Bg2. Available on Apple, Spotify, www.linktr.ee/bg2pod Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @gurley https://twitter.com/bgurley Aaron Levie @levie https://twitte...
Feb 08, 2024•1 hr 25 min•Ep. 2
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
