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BG2Pod with Brad Gerstner and Bill Gurley

Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all

Episodes

Total: 20

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
2024/11/21
6 chapters Transcript

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
2024/10/31
6 chapters Transcript

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
2024/10/13
13 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
2024/10/13
15 chapters Transcript

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
2024/9/25
10 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
2024/9/9
14 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
2024/8/9
9 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
2024/7/25
9 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
2024/7/11
4 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
2024/6/22
12 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
2024/6/10
8 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner
2024/5/16
10 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
2024/4/29
6 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner
2024/4/18
4 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
2024/4/4
5 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
2024/3/21
6 chapters

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update
2024/3/7

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
2024/2/22

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
2024/2/8

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing

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

2024/1/25

The rumors were true. Enjoy another Episode of Bg2. ____________________________________ (0:00) In