Summaries of Bg2 Pod Videos 📚
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How AI Compute and Invest America Could Grow
Bg2 Pod
How Does ChatGPT Become a Super Assistant? | BG2 Guest Interview
Bg2 Pod
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
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Why Diablo Canyon Still Matters for California
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How Large Must a Tech Company Be Before an IPO?
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How Enterprise AI Creates Real Business Value
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How Will AI Reasoning Reshape Global Computing?
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Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
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China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
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All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Bg2 Pod
Is Software Dead? Exploring AI's Impact on the Industry
Full Episodes
What Role Does NVIDIA Play in AI's Future?
Bg2 Pod
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner
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Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
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Is the AI Boom a Bubble? Insights from Bill Gurley
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Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
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DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
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Satya Nadella on Microsoft's AI Strategy and Leadership
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Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update
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Can You Trust AI Valuations Set by Big Tech?
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How Is US AI Policy Reshaping Global Markets?
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Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
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NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2
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How Do Tariffs and AI Economics Shape Markets?
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How Are Nuclear Power and AI Investment Shifting?
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Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
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Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
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How Strong Is NVIDIA's AI Computing Moat?
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Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
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BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02
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Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
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Kevin Weil on Building ChatGPT Products at OpenAI
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Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
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BG2 Rewind: 2024 Year-End Highlights
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What Is the Future of AI Semiconductors?
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Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
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Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
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Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
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China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
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