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Bg2 Pod

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Episodes:

ChatGPT – The Super Assistant Era | BG2 Guest Interview 2026-03-16 00:25:13
AI Enterprise - Databricks & Glean | BG2 Guest Interview 2025-12-24 07:15:04
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner - 翻译完成 (摘要已翻译) 2025-11-01 07:17:31
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner 2025-10-15 07:56:17
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 11:36:04
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview 2025-09-12 05:25:36
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) 2025-08-29 07:51:07
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner 2025-07-31 23:25:00
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 2025-07-11 07:23:42
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) 2025-06-22 00:36:30
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 08:53:50
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner 2025-06-06 08:21:01
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) 2025-05-23 00:40:48
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner 2025-04-25 05:26:33
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 2025-04-04 10:38:33
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 2025-03-21 10:04:01
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner 2025-03-02 08:51:07
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner 2025-02-06 07:21:20
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner 2025-01-24 06:02:27
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner 2025-01-11 09:27:41
BG2 Rewind: 2024 Year-End Highlights 2025-01-07 05:47:42
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner 2024-12-24 04:25:20
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner 2024-12-13 02:20:19
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America - 翻译完成 (摘要已翻译) 2024-11-28 03:25:38
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner 2024-11-22 03:09:36
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball 2024-11-01 02:13:40
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner 2024-10-13 19:47:36
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner 2024-10-13 19:47:27
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner 2024-09-26 01:08:37
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner 2024-09-09 10:50:28
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner 2024-08-09 09:15:49
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner 2024-07-25 22:00:43
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner 2024-07-12 06:06:32
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) 2024-06-23 02:12:48
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner 2024-06-10 22:22:07
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner 2024-05-17 04:00:16
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner 2024-04-30 05:39:09
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner 2024-04-19 01:48:47
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More 2024-04-05 01:25:36
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod 2024-03-22 05:58:26
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update (摘要已翻译) 2024-03-08 00:28:51
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 2024-02-22 20:19:45
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 2024-02-09 05:34:38
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 2024-01-26 00:05:50