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BG2. Grok 3, AI Evals vs Product, China, Public Market Pull Back & more. 👊💥Brad Gerstner Bill Gurley (00:00) Intro (01:40) Grok 3 (05:55) Grok’s Leverage of X Platform (07:25) AI Consumer Market & SEO (23:04) AI Memory (26:15) AI Voice (29:05) Future AI Assets (33:29) AI Acceleration in... show more

Bg2 Pod

34,717 subscribers

126,442 views • 1 year ago •via X (Twitter)

Science & Technology Finance

Anya Rossi• Live Now

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17 Comments

Bg2 Pod1 year ago

Spotify: Apple: YouTube:

BraVoCycles Newsletter1 year ago

A bear market is coming? Worried? Do not worry. Be a Smart Investor. Get Ready. Subscribe to “Market Twists & Turns” (it's free) & follow @BraVoCycles to profit in bull and bear markets. Daily to your mailbox.

Thomas Cornelius1 year ago

@altcap @bgurley @altcap great investment with @livekit - we switched from @pipecat_ai , plus tested tons of other frameworks for @graph_8 >> clear winner @livekit with QUIC-based relays for ultra-low latency, GPU-accelerated encoding, and congestion control mechanisms 👊

Caspar Milquetoast1 year ago

@altcap @bgurley favorite podcast right now.

Venu Vasudevan1 year ago

@altcap @bgurley You guys are compromising your status as somewhat sane elderly statesmen for SV by wearing an Occupy Mars tee. Puerile behavior is in abundance and not needing additional infusion . pls stay on topic (on which you’re fairly infotaining)

Jeffrey1 year ago

@altcap @bgurley i love this podcast

Andrew Schoff1 year ago

@altcap @bgurley great pod guys. @altcap might need to adjust the revenue growth for austerity in that balancing equation, it's going to be a very tricky balance.

Manish Kumar1 year ago

I will reiterate which Alex Karp from @PalantirTech is keep on saying...these AI language are going to be commodity and I think that is why @tim_cook is smart enough to go into this race, which may be loosing battle rather than become an aggregator and provide users whatever they need

Mark Ferrara1 year ago

@altcap @bgurley Great pod as always. JFYI I just canceled my ChatGPT subscription because Grok3 is better and already native in an app I use more. Watch that fact closely over the next 12 months as I bet it decimates their paid users.

k1 year ago

@altcap @bgurley thanks

Nikita1 year ago

@altcap @bgurley Best business pod out there; thanks gents! Love the technical deep dives you guys do

Romeo1 year ago

@altcap @bgurley Thanks for doing this pod guys ! It’s so much fascinating to listen to your conversation. God bless…

Disruptor1 year ago

@altcap @bgurley Great pod as always! I know @altcap is bullish $NVDA. On the next pod I would love to see what @bgurley thinks about NVDA. Specially their technology moat, and their long term prospects (physical AI and beyond).

Vector1 year ago

@altcap @bgurley PublicAI's decentralized workforce is the future of AI data sourcing! 🤖💻 @PublicAIData

shop|Voltix.ai 👾SparkChain.AI|၊||၊ DeSpeed ၊||၊1 year ago

@altcap @bgurley AI CapEx got you down? PublicAI's got 500k+ data wranglers, fueled by blockchain & ready to build your datasets. No DOGE needed. @PublicAIData #Grok3 #AI

sofialewis Kaisar Network Chainbase (✸,✸)1 year ago

@altcap @bgurley Sounds like @PublicAIData is on a mission to democratize AI - let's get the people involved and make it rain rewards! 🤑 #PublicAI is aiming to put the power of AI in everyone's hands. Gotta love that decentralized future vision! 🌐

Kingsley Uyi Idehen1 year ago

@altcap @bgurley @bgurley, A #DataSpace abstracts your contacts, notes (writings, blogs, etc.), emails, and other databases. And yes, this is a game-changer if integrated with AI agents in a loosely coupled way—without compromising privacy.

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Benedict Evans on Why AI Feels Like the Internet in 1997 Benedict Evans joins Erik Torenberg for a conversation on the state of AI, including how coding agents hit product-market fit, why foundation models should be thought of as infrastructure, the value of vertical products, and more. 00:00 Intro 00:44 What's changed since last year 05:53 OpenAI vs Anthropic strategy 10:31 The pricing crunch & platform history 22:48 What comes after coding 38:18 AI & the future of enterprise software 48:43 The CapEx problem 55:07 Will models become commodities? Benedict Evans Erik Torenberg

a16z

103,588 views • 3 months ago

SPECIAL: 2025 Crypto & AI Predictions with Haseeb Qureshi In today's episode, & Wayne Sim were joined by Haseeb ＞|＜ of Dragonfly ＞|＜ to discuss the year ahead in crypto, focusing on: > AI & Crypto convergence > AI Agent meta > New token launches & ICOs > Onchain price discovery > Big EVM and altVM chain launches Full episode links below. Timestamps: 00:00 Intro 01:25 The AI Meta 06:25 AI Causing Division 20:46 Next AI Infra Companies 39:09 Crypto and AI Dynamics 51:24 EVM vs. altVM Dominance 1:00:29 New Token Launches 1:06:09 Onchain Price Discovery & Regulation

SPECIAL: 2025 Crypto & AI Predictions with Haseeb Qureshi In today's episode, & Wayne Sim were joined by Haseeb ＞|＜ of Dragonfly ＞|＜ to discuss the year ahead in crypto, focusing on: > AI & Crypto convergence > AI Agent meta > New token launches & ICOs > Onchain price discovery > Big EVM and altVM chain launches Full episode links below. Timestamps: 00:00 Intro 01:25 The AI Meta 06:25 AI Causing Division 20:46 Next AI Infra Companies 39:09 Crypto and AI Dynamics 51:24 EVM vs. altVM Dominance 1:00:29 New Token Launches 1:06:09 Onchain Price Discovery & Regulation

The Rollup

58,423 views • 1 year ago

Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think

Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think

Matt Turck

33,764 views • 4 months ago