12 episodes

Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

BG2Pod with Brad Gerstner and Bill Gurley BG2Pod

    • Technology
    • 5.0 • 1 Rating

Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

    Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

    Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with 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 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

    • 57 min
    Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner

    Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with 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 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

    • 1 hr 1 min
    Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

    Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with 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 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

    • 58 min
    Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner

    Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with 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 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

    • 1 hr 1 min
    Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner

    Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner

    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

    • 1 hr 5 min
    Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner

    Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with 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 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

    • 1 hr 18 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Top Podcasts In Technology

Acquired
Ben Gilbert and David Rosenthal
Lex Fridman Podcast
Lex Fridman
Shell Game
Evan Ratliff
The Vergecast
The Verge
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
Search Engine
PJ Vogt, Audacy, Jigsaw

You Might Also Like

All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
This Week in Startups
Jason Calacanis
Invest Like the Best with Patrick O'Shaughnessy
Colossus | Investing & Business Podcasts
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Harry Stebbings
The Ben & Marc Show
Marc Andreessen, Ben Horowitz
The Logan Bartlett Show
by Redpoint Ventures