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Vol.12 我们为什么对AI产品这么宽容|对谈葬愛咸鱼

Vol.12 我们为什么对AI产品这么宽容|对谈葬愛咸鱼

15 Oct 2025
47m
硅基立场
Vol.15 "AI分身是真人还是角色?"对谈Facebook前研究员、Second Me创始人陶芳波(上)

Vol.15 "AI分身是真人还是角色?"对谈Facebook前研究员、Second Me创始人陶芳波(上)

19 Nov 2025
1h 14m
硅基立场
Vol.14 “AI 浏览器是最差的交互形态,搜索也是”,一场关于 Agent 未来形态的碰撞,答案在风中飘荡

Vol.14 “AI 浏览器是最差的交互形态,搜索也是”,一场关于 Agent 未来形态的碰撞,答案在风中飘荡

07 Nov 2025
1h 13m
硅基立场
Vol.16 "AI分身是真人还是角色?"对谈Facebook前研究员、Second Me创始人陶芳波(下)

Vol.16 "AI分身是真人还是角色?"对谈Facebook前研究员、Second Me创始人陶芳波(下)

19 Nov 2025
1h 5m
硅基立场
Vol.19 对话印奇:如果在 AI 1.0 时代学到了 10 个教训,AI 2.0 时代要避免学到另外10个

Vol.19 对话印奇:如果在 AI 1.0 时代学到了 10 个教训,AI 2.0 时代要避免学到另外10个

27 Jan 2026
58m
硅基立场
Vol.22 对话吕骋:差点成先烈,被 Agent 救了,CLI 和 AI 原生电脑

Vol.22 对话吕骋:差点成先烈,被 Agent 救了,CLI 和 AI 原生电脑

24 Mar 2026
1h 29m
硅基立场
Vol.25 对话 EvoMap 张昊阳:被 Hermes Agent “抄袭”之后的日子

Vol.25 对话 EvoMap 张昊阳:被 Hermes Agent “抄袭”之后的日子

10 May 2026
2h 2m
硅基立场
Vol.24 对话 Cathy Di & Long Yi:进了 YC 就像进了「体制内」

Vol.24 对话 Cathy Di & Long Yi:进了 YC 就像进了「体制内」

09 Apr 2026
2h 26m
硅基立场
E161.脱离理性暴政,去尽情游戏吧!

E161.脱离理性暴政,去尽情游戏吧!

08 Jun 2026
1h 56m
面基
E163.要完了?不!是要玩了!

E163.要完了?不!是要玩了!

22 Jun 2026
1h 16m
面基
E162.康波周期中的AI:新技术总在萧条期爆发,bad times make good people

E162.康波周期中的AI:新技术总在萧条期爆发,bad times make good people

15 Jun 2026
1h 52m
面基
E166.人到中年仨账户:现金流、肌肉、睡眠

E166.人到中年仨账户:现金流、肌肉、睡眠

13 Jul 2026
1h 12m
面基
E164.《大厂小民》:我们必须克制对系统与上岸的期待

E164.《大厂小民》:我们必须克制对系统与上岸的期待

29 Jun 2026
1h 56m
面基
所有净值曲线背后都是人,正态分布的普通人

所有净值曲线背后都是人,正态分布的普通人

27 Jul 2026
1h 47m
面基
E167.百万个景观社会:听说你也想当主播?

E167.百万个景观社会:听说你也想当主播?

20 Jul 2026
1h 52m
面基
A股的春夏秋冬:种树、种粮、种菜

A股的春夏秋冬:种树、种粮、种菜

03 Aug 2026
2h 25m
面基
Agentic AI: Redefining How We Interact with Technology

Agentic AI: Redefining How We Interact with Technology

06 Aug 2024
47m
Talking AI
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03

22 Feb 2024
1h 21m
Bg2 Pod
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner

Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner

18 Apr 2024
1h 18m
Bg2 Pod
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

29 Apr 2024
1h 5m
Bg2 Pod
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner

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

25 Jul 2024
1h 17m
Bg2 Pod
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

13 Oct 2024
1h 21m
Bg2 Pod
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner

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

13 Oct 2024
54m
Bg2 Pod
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

27 Nov 2024
44m
Bg2 Pod
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner

21 Nov 2024
1h 3m
Bg2 Pod
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner

23 Dec 2024
1h 29m
Bg2 Pod
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

12 Dec 2024
1h 24m
Bg2 Pod
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

23 Jan 2025
1h 11m
Bg2 Pod
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner

05 Feb 2025
1h 14m
Bg2 Pod
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner

Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner

02 Mar 2025
1h 3m
Bg2 Pod
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2

04 Apr 2025
1h 13m
Bg2 Pod
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2

21 Mar 2025
1h 22m
Bg2 Pod
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner

22 May 2025
1h 16m
Bg2 Pod
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

24 Apr 2025
1h 2m
Bg2 Pod
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2

20 Jun 2025
1h 1m
Bg2 Pod
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner

06 Jun 2025
1h 1m
Bg2 Pod
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

10 Jul 2025
1h 18m
Bg2 Pod
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner

Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner

21 Jun 2025
21m
Bg2 Pod
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview

11 Sep 2025
1h 8m
Bg2 Pod
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

28 Aug 2025
1h 6m
Bg2 Pod
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

31 Jul 2025
1h 4m
Bg2 Pod
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

14 Oct 2025
1h 1m
Bg2 Pod
NVIDIA: OpenAI, Future of Compute, and the American Dream  | BG2 w/ Bill Gurley and Brad Gerstner

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

26 Sep 2025
1h 44m
Bg2 Pod
AI Enterprise - Databricks & Glean | BG2 Guest Interview

AI Enterprise - Databricks & Glean | BG2 Guest Interview

23 Dec 2025
45m
Bg2 Pod
All things AI w @altcap @sama & @satyanadella.  A Halloween Special.  🎃🔥BG2 w/ Brad Gerstner

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

31 Oct 2025
1h 14m
Bg2 Pod
ChatGPT – The Super Assistant Era | BG2 Guest Interview

ChatGPT – The Super Assistant Era | BG2 Guest Interview

15 Mar 2026
1h 3m
Bg2 Pod
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang

11 Jun 2026
1h 20m
Bg2 Pod
Altman’s Beltway Bargain

Altman’s Beltway Bargain

13 Aug 2025
21m
The Powers That Be: Daily
Amazon’s $200M Anti-Netflix Playbook

Amazon’s $200M Anti-Netflix Playbook

20 Mar 2026
16m
The Powers That Be: Daily
Bernie vs. the Bots

Bernie vs. the Bots

01 Apr 2026
23m
The Powers That Be: Daily
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