10 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

    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
    Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More

    Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More

    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 #BradG

    • 1 hr 8 min
    Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod

    Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod

    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

    • 1 hr 26 min

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