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BG2Pod with Brad Gerstner and Bill Gurley
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14 Episodes
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2.
Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(02:27) Public Market Reset
(13:04) Corporate and Individual Tax Cut Expiration
(16:40) Indicators of Economic Health
(30:40) AI Air Pocket
(46:02) Japan Yen Carry Trade
(50:34) Navigating Market Volatility
(56:30) $GOOG Ruling & Monopoly Status
(01:05:21) Search GPT and Evolving AI Landscape
(1:18:17) The Need for Regulatory Clarity in AI
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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 Open Source Strategy (405b)
(47:37) Post-Mortem on the COVID-19 Pandemic
(58:37) Wiz IPO and Acquisitions
(01:03:37) The Impact of AI on Self-Driving Cars
(01:10:33) Lessons from the CrowdStrike Incident
(01:16:11) Spotify's Success under Daniel Ek
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
****
Shownotes
Open Source AI Is the Path Forward - Letter by Mark Zuckerberg
Misha Laskin on Training Data Podcast
Freda Duan tweet on self-driving cars in China
Dr. Jay Bhattacharya on Tetragrammaton with Rick Rubin
#BillGurley #BradGerstner #Bg2Pod
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.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Shownotes:
AI’s $600B Question by David Cahn
Widowmaker Documentary
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 in Going Public
(30:05) The Case for OpenAI Going Public
(33:03) Challenges and Considerations for IPOs
(35:55) SPECIAL GUEST: Coatue Founder Phillipe Laffont
(39:27) AI Startups Staying Lean
(42:31) AI Agents and the Future of Work
(45:28) Tesla's Shareholder Vote and ISS Controversy
(50:57) Delaware's Legal Precedent and Corporate Implications
(58:27) Globalization and Competitive Advantage
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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 Landscape of the Pre-IPO Market
(24:50) AI Hype Cycle
(33:19) Is Software Dead?
(37:03) The Impact of Excess Capital in the Late-Stage Market
(42:18) How AI Spending Affects Investments
(54:52) Opportunities for Investments in the Public Markets
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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 Disruption
(35:45) Regulation & Industrial Policy
(43:47) China Tariffs
(53:15) Tech Market Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
#BillGurley #BradGerstner #Bg2Pod
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:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
Sunny Madra @sundeep https://x.com/sundeep
BG2 Pod @bg2pod https://x.com/BG2Pod
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://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2Pod
#BillGurley #BradGerstner #Bg2Pod
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 AI Induced Power Gap & The Need for Nuclear
(50:21) Valuations / Market Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @bgurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2Pod
Shownotes:
What's next for AI agents ft. LangChain's Harrison Chase: https://www.youtube.com/watch?v=pBBe1pk8hf4
Tesla FSD Model 12: https://twitter.com/bg2pod/status/1769378291658666226?s=46&t=tiuRwY6s_lj81akJSCmJkw
Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI | Lex Fridman Podcast #419: Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI | Lex Fridman Podcast #419
OpenAI CEO on GPT-4 vs GPT-5 | Sam Altman and Lex Fridman: https://www.youtube.com/watch?v=CJEC0aAjRJE
Jevons Paradox: https://en.wikipedia.org/wiki/Jevons_paradox
MSFT and OpenAI $100bn supercomputer project: https://twitter.com/theinformation/status/1773798028907811059?s=20
Biden administration on how to generate more electricity to meet massive demand for AI computing: https://twitter.com/axios/status/1774758834952659223?s=20
Nuclear reactors planned and proposed: https://world-nuclear.org/information-library/current-and-future-generation/plans-for-new-reactors-worldwide.aspx
U.S. approves $1.5bn loan to restart Michigan nuclear plant: https://www.nytimes.com/2024/03/27/business/energy-environment/holtec-palisades-nuclear-plant-loan.html
Josh Wolfe’s talk to Congress: https://twitter.com/wolfejosh/status/1685323817521139712
Our World in Data - cleanest and safest sources of energy: https://ourworldindata.org/safest-sources-of-energy
How Regulation killed Supersonic: https://www.heritage.org/transportation/commentary/its-time-let-supersonic-flight-soar-again
Natural gas is stronger in the U.S.: https://www.iea.org/commentaries/natural-gas-is-now-stronger-than-ever-in-the-united-states-power-sector
Baseload in the U.S. has been flat for many years: https://energytransition.nema.org/baseload-generation/
Amazon goes nuclear: https://www.theregister.com/2024/03/04/amazon_acquires_cumulus_nuclear_datacenter/
I-95 Bridge reopened in 12 days: https://www.bloomberg.com/news/articles/2023-06-28/resurrection-of-i-95-in-just-two-weeks-is-dubbed-small-miracle?embedded-checkout=true
SF cleaned up in a week: https://www.smh.com.au/world/north-america/sanfran-s-mean-streets-become-clean-streets-for-biden-xi-and-co-20231116-p5ekd0.html
Texas trumps California as key US energy transition driver:https://www.reuters.com/markets/commodities/texas-trumps-california-key-us-energy-transition-driver-2023-05-04/
Brad’s tweet on CT scan: https://twitter.com/altcap/status/1774919531414368402?s=20
Americans favor more nuclear energy: https://www.pewresearch.org/short-reads/2023/08/18/growing-share-of-americans-favor-more-nuclear-power/
Producing new nuclear plants have gone down in France and up in the U.S. tweet: https://twitter.com/cremieuxrecueil/status/1773221106591166946?s=46&t=832RL3Gm0XtyDEuhy-Gkzg
GenAI company revenue multiples tweet: https://twitter.com/asanwal/status/1772821841578754492?s=46&t=832RL3Gm0XtyDEuhy-Gkzg
Gurley’s tweet on 60x reduction from top model: https://twitter.com/bgurley/status/1774896120310686003?s=20
Congress provides record funding for fusion energy:https://www.fusionindustryassociation.org/congress-provides-record-funding-for-fusion-energy/
#BillGurley #BradGerstner #Bg2Pod
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 Partnership with Google on AI
(1:04:00) Tiktok The Future of TikTok in the US
(01:12:34) Microsoft's Acquisition of Inflection
(01:18:06) The Durability of LLM Business Models
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @bgurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2Pod
Shownotes:
Bookings 2023 Notice of Annual Stockholders’ Meeting and Proxy Statement June 2023 (page 63 for Stock-Based Compensation Expense as a % of net cash provided by operating activities) https://bit.ly/3ISIauw
Michael Mauboussin - Stock-Based Compensation Paper: https://mgstn.ly/4cshBKn
Tom Hearden Tweet: https://bit.ly/4cqCoxQApoorv
Agarwal Tweet: https://bit.ly/3VumL2G
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 Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @bgurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2PodShownotes:
#BillGurley #BradGerstner #Bg2Pod
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
Available on Apple, Spotify, www.linktr.ee/bg2pod
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @gurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2Pod
Shownotes:
TSMC founder Morris Chang on the evolution of the semiconductor industry
https://youtu.be/r_8XClnnvIk?si=rAylAfxpJa0kHiNv
#BillGurley #BradGerstner #BG2Pod
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://twitter.com/levie
BG2 Pod @bg2pod https://twitter.com/BG2Pod
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 current economic situation
(54:45) Analyzing Javier Milei's Speech at Davos
(1:01:20) Historical examples of the effects of open and closed economies
(1:09:09) Conclusion and farewell
____________________________________
The acceleration of global GDP per capita over centuries highlights the impact of free market capitalism and innovation on human prosperity.
Venture capital investing and the tech industry play a significant role in driving progress and economic growth through fostering innovation and risk-taking by entrepreneurs.
The current venture capital correction and its impact on startups emphasize the importance of adjusting to market realities, such as valuation and capital availability, for long-term success.
#BillGurley #BradGerstner #BG2pod
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Nobody from your team listens to what you are publishing. Bill's nose sounds etc are nightmare, give him the same setup
Inhales and nose sounds, please don't use so oversensitive microphones
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