3 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 • 137 Ratings

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

    BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

    BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

    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

    • 1 hr 21 min
    BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

    BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

    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

    • 1 hr 25 min
    BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01

    BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01

    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

    • 1 hr 9 min

Customer Reviews

4.9 out of 5
137 Ratings

137 Ratings

jaaydubbb ,

“Ya know”

Great podcast that I’m excited to listen to in the future, under one condition… Brad absolutely must clean up his verbal tics - he said “ya know” no fewer than 200 times in the Levine episode to the point where it started to overshadow the content.

JT123@@ ,

Keep it Up

A gift to those interested in tech, VC and business in general

AV9189 ,

The next great pod

This immediately became my priority listen. It’s everything I used to love about the All In podcast. Just wish they would drop on a weekly schedule! Thanks BG & BG

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