Bg2 Pod

Episodes:

• AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner 2025-10-14 23:56:17
• NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner - 翻译完成 (摘要已翻译) 2025-09-26 03:36:04
• Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview 2025-09-11 21:25:36
• China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner - 翻译完成 (摘要已翻译) (AI摘要) 2025-08-28 23:51:07
• China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner 2025-07-31 15:25:00
• Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 2025-07-10 23:23:42
• Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner - 翻译完成 (摘要已翻译) (AI摘要) 2025-06-21 16:36:30
• Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 - 翻译完成 (摘要已翻译) (AI摘要) 2025-06-20 00:53:50
• China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner 2025-06-06 00:21:01
• AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner - 翻译完成 (摘要已翻译) (AI摘要) 2025-05-22 16:40:48
• Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner 2025-04-24 21:26:33
• Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 2025-04-04 02:38:33
• NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 2025-03-21 02:04:01
• Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner 2025-03-02 00:51:07
• DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner 2025-02-05 23:21:20
• Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner 2025-01-23 22:02:27
• Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner 2025-01-11 01:27:41
• BG2 Rewind: 2024 Year-End Highlights 2025-01-06 21:47:42
• AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner 2024-12-23 20:25:20
• Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner 2024-12-12 18:20:19
• BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America - 翻译完成 (摘要已翻译) 2024-11-27 19:25:38
• Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner 2024-11-21 19:09:36
• Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball 2024-10-31 18:13:40
• Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner 2024-10-13 11:47:36
• Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner 2024-10-13 11:47:27
• Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner 2024-09-25 17:08:37
• Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner 2024-09-09 02:50:28
• Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner 2024-08-09 01:15:49
• Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner 2024-07-25 14:00:43
• Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner 2024-07-11 22:06:32
• Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner - 翻译完成 (摘要已翻译) (AI摘要) 2024-06-22 18:12:48
• Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner 2024-06-10 14:22:07
• Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner 2024-05-16 20:00:16
• Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner 2024-04-29 21:39:09
• Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner 2024-04-18 17:48:47
• Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More 2024-04-04 17:25:36
• Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod 2024-03-21 21:58:26
• Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update - 翻译完成 (摘要已翻译) 2024-03-07 16:28:51
• BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 - 翻译完成 2024-02-22 12:19:45
• BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 2024-02-08 21:34:38
• BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 2024-01-25 16:05:50