Bg2 Pod
@BG2Pod • 34,963 subscribers
Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
Shorts
Videos
BG2. All things AI w Sam Altman & Satya Nadella. A Halloween Special. 🎃🔥Bg2 Pod Brad Gerstner -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and Distribution (08:58) Revenue Sharing and AGI Milestones (11:38) OpenAI’s Growth and Compute Commitments (15:21) Compute Constraints and Scaling (21:27) The Future of AI Devices and Consumer Use (24:31) Regulation and the Patchwork Problem (28:01) Looking Ahead to 2026 and Beyond (37:10) Microsoft’s Strategic Value from OpenAI (57:15) The Economics of AI and SaaS (1:04:28) Productivity, Jobs, and the Age of AI (1:10:43) Reindustrialization of America
Bg2 Pod556,925 görüntüleme • 7 ay önce
BG2. AI Bubble or Buildout? $3T CapEx, Stablecoin Boom, and Gurley’s Next Chapter 👊💥 Brad Gerstner Bill Gurley Bg2 Pod (00:00) Intro (02:00) Two Years of BG2 (03:45) Bill Stepping Back to Write His Book (07:00) The AI CapEx Bubble? (13:00) Nvidia’s Investments: Healthy or Hype? (19:15) $3 Trillion CapEx: Are We Overbuilding AI? (25:30) OpenAI’s Race for Escape Velocity (28:30) AI Regulation: State Patchwork Madness (30:30) Why Federal Preemption Is Critical (35:00) Stablecoin Surge: $18T in Settlements (36:45) Gurley’s Crypto Conversion (38:30) From PIX to FedNow: The Future of Digital Money (41:00) Coinbase, Circle, and the 4% Yield Revolution (46:00) Brad on Invest America (Trump Accounts) (49:00) Implementation Timeline & Treasury Update (50:30) Bill’s Book: Running Down a Dream (53:15) The Great Career Reset: Passion vs. Grind (55:00) Bezos’ Regret Minimization Framework (57:00) Who the Book Is For (59:00) Gurley’s Next Mission
Bg2 Pod559,021 görüntüleme • 8 ay önce
BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, & more. Brad Gerstner Clark Tang Bill Gurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI
Bg2 Pod487,379 görüntüleme • 1 yıl önce
BG2 Ep15. Deep Dive Nuclear from INSIDE Diablo Canyon 👊💥Brad Gerstner Bill Gurley (00:00) Intro (04:14) Maureen Zawalick | VP at Diablo Canyon (06:13) The Need for Diablo (10:07) The Importance of Nuclear Power (15:50) License Renewal and the Future of Diablo (18:39) Hope for Expanding Nuclear Power (25:22) Nuclear Waste (30:29) Cost Differential: US vs China (38:56) Factors Contributing to Cost Differential (45:07) Implications of China’s Nuclear Leadership (47:42) Nuclear Energy and AI Supremacy (50:58) The Innovation Gap and Gen 4 Reactors (57:27) Overcoming Challenges (01:03:45) A Call for Government Support
Bg2 Pod413,595 görüntüleme • 1 yıl önce
BG2. Inside China’s Tech Surge: EVs, AI, and How America Can Compete 👊💥Bill Gurley
Bg2 Pod200,459 görüntüleme • 9 ay önce
BG2. Bessent Fair Trade vs. Nuclear Navarro, H20 & Rare Earth Ban, Exit Ramp & Market Impact 👊💥Brad Gerstner Bill Gurley (00:00) Intro (02:15) Complex Systems (06:00) Tariff Negotiations & Free Trade (23:19) Export Controls: AI War, H20 & Rare Earth Ban (42:29) New AI Cold War & Zero Sum Game (52:37) $TSLA & Market Check
Bg2 Pod253,163 görüntüleme • 1 yıl önce
BG2. Azure, $10B Inference Revs, Scaling, OpenAI, Agents, & more. 👊💥Brad Gerstner Bill Gurley Satya Nadella
Bg2 Pod274,033 görüntüleme • 1 yıl önce
BG2. Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok 👊💥Brad Gerstner Bill Gurley Chapters: (00:00) Intro (02:20) Liberation Day & Tariffs (19:18) US Open Source vs China Open Source (34:34) OpenAI Fundraise (52:25) Coreweave IPO & AI Demand (01:04:03) Rumors on TikTok deal
Bg2 Pod199,999 görüntüleme • 1 yıl önce
BG2. AI / Middle East 🚀, China, Tariffs, Reconciliation, Trump Accts aka Invest America 👊💥🇺🇸 Brad Gerstner Bill Gurley
Bg2 Pod165,609 görüntüleme • 1 yıl önce
BG2 Coatue Pt2. Open AI’s Kevin Weil 🇺🇸 Dives into all things ChatGPT. 👊💥 Brad Gerstner Bill Gurley
Bg2 Pod126,050 görüntüleme • 11 ay önce
BG2. NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT 👊💥Brad Gerstner Bill Gurley (00:00) Intro (02:21) Market Uncertainty (07:28) Globalism and Tariff Policies (25:07) $GOOG Acquisition of Wiz + M&A Environment (40:33) $NVDA Market Position (55:37) Government Regulations & Impact on AI (1:04:45) Consumer AI Demand (1:10:33) AI Unit Economics
Bg2 Pod149,368 görüntüleme • 1 yıl önce