BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E0322 Feb 20241h 21mBg2 PodProcessed
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner18 Apr 20241h 18mBg2 PodProcessed
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner29 Apr 20241h 5mBg2 PodProcessed
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner25 Jul 20241h 17mBg2 PodProcessed
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner13 Oct 202454mBg2 PodProcessed
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America27 Nov 202444mBg2 PodProcessed
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner21 Nov 20241h 3mBg2 PodProcessed
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner23 Dec 20241h 29mBg2 PodProcessed
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner23 Jan 20251h 11mBg2 PodProcessed
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner05 Feb 20251h 14mBg2 PodProcessed
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner02 Mar 20251h 3mBg2 PodProcessed
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG204 Apr 20251h 13mBg2 PodProcessed
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG221 Mar 20251h 22mBg2 PodProcessed
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner22 May 20251h 16mBg2 PodProcessed
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner24 Apr 20251h 2mBg2 PodProcessed
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG220 Jun 20251h 1mBg2 PodProcessed
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner06 Jun 20251h 1mBg2 PodProcessed
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG210 Jul 20251h 18mBg2 PodProcessed
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner21 Jun 202521mBg2 PodProcessed
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview11 Sep 20251h 8mBg2 PodProcessed
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner28 Aug 20251h 6mBg2 PodProcessed
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner31 Jul 20251h 4mBg2 PodProcessed
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner14 Oct 20251h 1mBg2 PodProcessed
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner26 Sep 20251h 44mBg2 PodProcessed
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner31 Oct 20251h 14mBg2 PodProcessed
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang11 Jun 20261h 20mBg2 PodProcessed