Notable Guests
DP
Dylan Patel
1x
JB
Jamin Ball
1x
Recent Episodes
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Nick Turley of OpenAI discusses ChatGPT's rapid growth and future.
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Enterprise AI reality: 95% of AI projects fail because companies lack proprietary data, agentic workflows, and proper integration across RBC, Merck, and 7-Eleven case studies
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OpenAI-Microsoft partnership unlocked massive cloud scale; Nadella explains Azure and Copilot expansion while Altman discusses progress on intelligence and capital deployment
Sam Altman
Satya Nadella
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AI infrastructure buildout approaching $3 trillion creates potential bubble risk with circular revenue red flags, particularly in Microsoft-OpenAI credit dynamics and hidden leverage
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Jensen Huang discusses $100B OpenAI partnership, AI factories model, and sovereign AI buildout as accelerated computing reshapes global economy and competitive positioning
Jensen Huang
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OpenAI enterprise platforms demonstrated via T-Mobile voice support, Amgen drug discovery acceleration, and Los Alamos air-gapped supercomputer; 95% of deployments still fail due to integration gaps
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China's explosive AI and EV innovation driven by engineering-first culture versus U.S. legal/regulatory approach; open-source model dominance reflects different competitive philosophy
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
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Open-source AI models proliferate in China with lower costs; U.S. open-source development faces headwinds from closed commercial models and competitive concentration
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Michael Dell discusses Invest America Act signed into law, lessons from 1990s tech boom, and government spending's role in funding AI infrastructure and economic growth
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OpenAI CPO Kevin Weil discusses ChatGPT roadmap, product strategy, and market positioning at Coatue East Meets West conference
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Coatue's Laffont brothers identify AI super cycle as dominant driver; stablecoins/crypto momentum and GPU allocation dynamics shape CapEx and cloud revenue competition
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AI adoption pace accelerates while data walls limit model improvement; China's 1000 startup strategy targets rapid commercialization across sectors
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AI Diffusion Rule overturned; Brad's Middle East trip reveals significant deal activity and capital deployment in region competing for AI leadership
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Free trade arguments revisited amid tariff negotiations; export controls on H20 chips and rare earth bans escalate AI cold war between U.S. and China
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Market uncertainty dominates amid tariff volatility; globalism debate centers on M&A impacts with Google's Wiz acquisition signaling consolidation and talent concentration
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NVIDIA GTC dominance and market position secured amid April 2 tariff uncertainty; Huawei Belt and Road strategy challenges U.S. semiconductor leadership
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
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Grok 3 leverages X platform data; AI memory and voice capabilities emerge as next frontier beyond text, reshaping consumer AI interfaces and competitive positioning
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DeepSeek's open-source models disrupt assumptions about AI cost and capability, challenging U.S. dominance and sparking debate on open-source vs. closed model strategy
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Stargate ($500B supercomputer project) announced with ARM CEO Rene Haas; competitive landscape shifts as infrastructure investment scales and DeepSeek impact assessed
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Brad's public market predictions identify mega-cap AI enthusiasm tempered by macro headwinds (rates, inflation, DOGE budget cuts); big tech CapEx and scaling inference dominate discussions