Bg2 Pod
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📺Bg2 Pod ·
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
1h 1m · 4d ago
📺Bg2 Pod ·
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01
1h 9m · 4d ago
📺Bg2 Pod ·
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02
1h 25m · 4d ago
📺Bg2 Pod ·
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03
1h 21m · 4d ago
📺Bg2 Pod ·
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update
1h 3m · 4d ago
📺Bg2 Pod ·
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
1h 26m · 4d ago
📺Bg2 Pod ·
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
1h 8m · 4d ago
📺Bg2 Pod ·
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner
1h 18m · 4d ago
📺Bg2 Pod ·
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
1h 4m · 4d ago
📺Bg2 Pod ·
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner
1h 1m · 4d ago
📺Bg2 Pod ·
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
58m · 4d ago
📺Bg2 Pod ·
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
57m · 4d ago
📺Bg2 Pod ·
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
1h 17m · 4d ago
📺Bg2 Pod ·
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
1h 21m · 38d ago
📺Bg2 Pod ·
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
1h 18m · 91d ago
📺Bg2 Pod ·
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
1h 4m · 91d ago
📺Bg2 Pod ·
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
1h 6m · 91d ago
📺Bg2 Pod ·
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
54m · 91d ago
📺Bg2 Pod ·
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
1h 1m · 91d ago
📺Bg2 Pod ·