11 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
    • 4.9 • 270 Ratings

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

    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
    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

Customer Reviews

4.9 out of 5
270 Ratings

270 Ratings

Angry Tennis Ball ,

Say fewer “u know” please

Great show except there are too many “u know”s

Ryanlovespod ,

Bill is great, Brad is good

Great and informative. Would like Brad to listen a bit more and let Bill finish some of his thoughts.

JayTheFinn ,

Epic!

Great pod, quickly a favorite. Insightful, candid and just great perspective from these lads. Lets face it, Silicon Valley rules..!

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