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BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod with Brad Gerstner and Bill Gurley

Brad Gerstner · Technology · EN-US

This bi-weekly podcast features open conversations between Brad Gerstner and Bill Gurley, exploring topics in technology, markets, investing, and capitalism. The show delves into current trends and company insights, appealing to those interested in the intersection of business and innovation.

44
Episodes
5
Guests
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Episodes (Page 3)

Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update
Mar 7, 2024 · 01:03:42
✨ NVIDIA dominance in AI compute driven by CUDA ecosystem and vertical integration of hardware-software; AI compute buildout requiring massive capital investment with uncertain ROI timeline and scali...
01:03:42
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
Feb 22, 2024 · 01:21:47
✨ Earnings, inflation, and interest rates creating macro headwinds for tech valuations; Big Tech earnings pressured by AI spending investments not yet translating to revenue growth
01:21:47
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
Feb 8, 2024 · 01:25:07
✨ Aaron Levie (Box CEO) joins Gurley and Gerstner to discuss software valuations in the current market environment and their sustainability
01:25:07
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01
Jan 25, 2024 · 01:09:40
✨ Hosts analyze the AI venture capital bubble, questioning sustainability of valuations and identifying potential issues in overfunded AI companies
01:09:40

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