BG2Pod with Brad Gerstner and Bill Gurley Podcast: all episodes' transcripts and summaries

Podcast: BG2Pod with Brad Gerstner and Bill Gurley

Description: Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

Category: Technology

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AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-12-24
Duration: 01:29:41
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan

Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers, the challenges of scaling AI pre-training, synthetic data generation, hyperscaler capital expenditures, the paradox of building bigger clusters despite claims that pretraining is obsolete, inference-time compute, NVIDIA's comparison to Cisco, evolving memory technology, chip competition, future predictions, & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (01:50) Dylan Patel Backstory (02:36) SemiAnalysis Backstory (04:18) Google's AI Workload (06:58) NVIDIA's Edge (10:59) NVIDIA's Incremental Differentiation (13:12) Potential Vulnerabilities for NVIDIA (17:18) The Shift to GPUs: What It Means for Data Centers (22:29) AI Pre-training Scaling Challenges (29:43) If Pretraining Is Dead, Why Bigger Clusters? (34:00) Synthetic Data Generation (36:26) Hyperscaler CapEx (38:12) Pre-training and Inference-tIme Reasoning (41:00) Cisco Comparison to NVIDIA (44:11) Inference-time Compute (53:18) The Future of AI Models and Market Dynamics (01:00:58) Evolving Memory Technology (01:06:46) Chip Competition (01:07:18) AMD (01:10:35) Google’s TPU (01:14:56) Cerebras and Grok (01:14:51) Amason’s Tranium (01:17:33) Predictions for 2025 and 2026 Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley Dylan Patel @dylan522p BG2 Pod @bg2pod

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-12-13
Duration: 01:24:41
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya

Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft’s Capital Expenditure, Open AI’s future, AI safety & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (01:31) Becoming Microsoft CEO (06:42) Satya’s Memo to CEO Committee (10:42) Satya’s Advantage as a CEO (11:34) Advice for CEOs (15:01) Microsoft’s Investment in OpenAI (19:42) AI Arms Race (23:55) Legacy Search and Consumer AI (28:07) The Future of AI Agents (38:32) Near-Infinite Memory (39:47) Copilot Approach to AI Adoption (50:26) Leveraging AI within Microsoft (56:03) CapX (01:00:20) The Cost of Model Scaling and Inference (01:15:15) Open AI Conversion to Profit (01:18:05) Next Steps for OpenAI (01:19:43) Open vs. Closed and Safe AI Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod #BillGurley #BradGerstner #Bg2Pod

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America with full AI transcript and summary

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Update: 2024-11-28
Duration: 00:44:07
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving

spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America, & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (01:40) Innovation in China & U.S. Competitiveness (05:43) DOGE & Balancing the Budget (10:43) Service Titan IPO & “Compounding Ratchet” (15:36) Gov Newsom Attack on Tesla (18:33) FedNow + Innovations in Payment Systems (23:44) Tariffs as Negotiation Tactics (27:36) Anthropic Open Source AI (30:39) Warren Buffett's Philanthropy (40:06) Invest America Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod https://x.com/BG2Pod #BillGurley #BradGerstner #Bg2Pod

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-11-22
Duration: 01:03:11
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws,

the future of inference, AI memory and actions, National Full Self-Driving Regulations, FSD 13, Robotaxi and Waymo, Department of Government Efficiency (DOGE), & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (02:00) AI Scaling Laws (05:54) Implications of AI Scaling Trends (12:20) The Future of Inference and Data Quality (17:51) AI Memory and Actions (21:47) National Full Self-Driving Regulation (23:14) FSD 13 (29:41) Market Disruption: Winners and Losers in the Auto Industry (31:18) The Future of OEM’s (40:41) Department of Government Efficiency (DOGE) (54:47) Tech Market Check Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley BG2 Pod @bg2pod https://x.com/BG2Pod #BillGurley #BradGerstner #Bg2Pod

Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball with full AI transcript and summary

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Update: 2024-11-01
Duration: 01:06:18
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin

Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future of AI and CapEx, the market’s reactions to the 2024 election, the evolution of search and AI integration, Nasa, SpaceX, & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (00:52) Bill’s Dad | from Nasa to SpaceX (06:20) State of VC and Incentives w/ Jamin Ball (12:31) Implications of Overcapitalization (25:08) The Future of Power Law Returns (38:28) The Impact of AI on Investment Strategies (46:00) Future of AI and Capital Expenditure (52:21) Market Reactions to 2024 Election (01:00:45) Evolution of Search and AI Integration Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod Jamin Ball @jaminball⁠ Shownotes Clouded Judgement Substack #BillGurley #BradGerstner #Bg2Pod

Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-10-13
Duration: 00:54:06
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq)

they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's strategic positioning, the role of CUDA in the developer ecosystem, the future of inference workloads, systems-level thinking, Elon Musk's influence on AI development, the future of AI assistants, open vs closed AI models, safety and security in AI development, & more. Enjoy another episode of BG2. Chapters (00:00) Introduction and Initial Reactions to Jensen (04:32) NVIDIA's Position in Accelerated Compute (05:11) CUDA and NVIDIA’s Competitive Moat (12:53) Challenges to NVIDIA’s Competitive Advantage (18:22) Future Outlook on Inference (24:46) The Insatiable Demand for AI and Hardware (27:12) Elon Musk' and X.ai (31:47) Scaling AI Models and Clusters (34:17) Economic Models and Funding in AI (39:08) The Future of AI Pricing and Consumption Models (42:25) Memory, Actions, and Intelligent Agents (47:08) The Role of AI in Business Productivity (51:03) Open vs Closed Models in AI Development #jensenhuang #nvidia #bradgerstner #billgurley #clarktang #xai #memphiscluster #elonmusk #noambrown #openai #gptstrawberry

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-10-13
Duration: 01:21:13
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA,

makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with Jensen scaling intelligence towards AGI, the acceleration of machine learning, NVIDIA's competitive advantages, the significance of inference alongside training, future market dynamics in the AI landscape, the impact of AI on various industries, the future of work, inference time reasoning, AI’s potential to enhance productivity, the balance between open source and closed source, Elon’s Memphis Supercluster, X.ai, OpenAI, the safe development of AI, & more. Enjoy another episode of BG2. Chapters (00:00) Introduction (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) X.ai and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI #jensenhuang #nvidia #bradgerstner #billgurley #clarktang #xai #memphiscluster #elonmusk #noambrown #openai #gptstrawberry

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-09-26
Duration: 01:06:06
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest

in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (00:36) The U.S. Nuclear Renaissance (08:15) AI Fast and Furious (11:19) OpenAI Strawberry o1 (17:15) Inference Constraints (20:18) Open AI Breaking Out (35:00) State of VC (43:52) “Quasi-Public Companies” (48:32) Liquidity / IPOs (58:41) Tech Market Check Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod

Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-09-09
Duration: 01:18:49
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they sit down with Maureen

Zawalick (Vice President at Diablo Canyon Power Plant) to discuss the importance of nuclear power, the history and future of Diablo Canyon Power Plant, the role of AI in the nuclear industry, the cost differential of nuclear energy in the US and China, Gen 4 reactors, regulation, litigation, & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (04:14) Maureen Zawalick | VP at Diablo Canyon (06:13) The Need for Diablo (10:07) The Importance of Nuclear Power (15:50) License Renewal and the Future of Diablo (18:39) Hope for Expanding Nuclear Power (25:22) Nuclear Waste (30:29) Cost Differential: US vs China (38:56) Factors Contributing to Cost Differential (45:07) Implications of China’s Nuclear Leadership (47:42) Nuclear Energy and AI Supremacy (50:58) The Innovation Gap and Gen 4 Reactors (57:27) Overcoming Challenges (01:03:45) A Call for Government Support Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley BG2 Pod @bg2pod https://x.com/BG2Pod **** Shownotes: US Navy Nuclear Propulsion Program 2020 ITIF.org - How Innovative Is China in Nuclear Power NYTimes - Nuclear Power Can Save the World Reuters - Constellation talking to Pennsylvania on Three Mile Island restart Julie Dewahl - Nuclear Past Present Future Breakthrough Institute - China’s Impressive Rate of Nuclear Construction Next Big Future - US Nuclear Cost 5-10x More Than China Energy.gov - Newly Signed Bill to Boost Nuclear Advanced Nuclear - Nuclear Commercial Liftoff LA Times - Loan to keep Diablo Canyon nuclear plant open South Korea Builds Nuclear Plants Quickly and Cheaply Nuclear Power in South Korea Westinghouse Electric's Chinese 'Trojan Horse' Friends of the Earth sues DOE over Billion Dollar Award to Diablo Canyon Revitalizing America’s Nuclear Energy Supply Chain Idaho Natl Laboratory - Recommendations to Improve the Nuclear Regulatory Commission Reactor Licensing and Approval Process 5 charts to explain why nuclear power is making a comeback Podcast - The cost of nuclear - Catalyst w/ Shayle Kann RIC 2024 Opening Session - Remarks by NRC Chair Christopher T. Hanson A One-on-One with NRC Chair Christopher Hanson Bill Gates on Bipartisan Support for Nuclear Power Podcast w/ PG&E CEO Patricia Poppe Germany Reacts to Trump's UNGA Speech #BillGurley #BradGerstner #Bg2Pod

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-08-09
Duration: 01:25:51
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market

Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2. Enjoy another episode of BG2. Timestamps: (00:00) Intro (02:27) Public Market Reset (13:04) Corporate and Individual Tax Cut Expiration (16:40) Indicators of Economic Health (30:40) AI Air Pocket (46:02) Japan Yen Carry Trade (50:34) Navigating Market Volatility (56:30) $GOOG Ruling & Monopoly Status (01:05:21) Search GPT and Evolving AI Landscape (1:18:17) The Need for Regulatory Clarity in AI Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-07-25
Duration: 01:17:37
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political

180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Crowdstrike, & more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (01:38) The Perceived Political Realignment in Silicon Valley (18:02) Engagement Between Silicon Valley and Washington (27:21) Meta's Open Source Strategy (405b) (47:37) Post-Mortem on the COVID-19 Pandemic (58:37) Wiz IPO and Acquisitions (01:03:37) The Impact of AI on Self-Driving Cars (01:10:33) Lessons from the CrowdStrike Incident (01:16:11) Spotify's Success under Daniel Ek Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley BG2 Pod @bg2pod https://x.com/BG2Pod **** Shownotes Open Source AI Is the Path Forward - Letter by Mark Zuckerberg Misha Laskin on Training Data Podcast Freda Duan tweet on self-driving cars in China Dr. Jay Bhattacharya on Tetragrammaton with Rick Rubin #BillGurley #BradGerstner #Bg2Pod

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-07-12
Duration: 00:57:29
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential

election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (03:50) Public Market Dispersion (Mag 7 + Consumer Stocks) (22:05) AI Costs vs AI Revenue (47:25) Calcium CT Scans Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod Shownotes: AI’s $600B Question by David Cahn Widowmaker Documentary

Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-06-23
Duration: 01:01:55
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they recap Coatue Conference and

discuss Elon’s pay package, Tesla's shareholder vote, ISS controversy, AI market trends, OpenAI IPO, Delaware court case, and more. Enjoy another episode of BG2. Timestamps: (00:00) Overview of Coatue’s East Meets West Conference (5:05) AI and Market Trends (18:17) Insights on Venture Markets and IPOs (24:15) Challenges and Opportunities in Going Public (30:05) The Case for OpenAI Going Public (33:03) Challenges and Considerations for IPOs (35:55) SPECIAL GUEST: Coatue Founder Phillipe Laffont (39:27) AI Startups Staying Lean (42:31) AI Agents and the Future of Work (45:28) Tesla's Shareholder Vote and ISS Controversy (50:57) Delaware's Legal Precedent and Corporate Implications (58:27) Globalization and Competitive Advantage Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-06-10
Duration: 00:58:56
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes,

the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the late-stage market, the importance of capitalism and immigration for the future of the United States, and more. Enjoy another episode of Bg2. Timestamps: (00:00) Intro (02:16) Letter from Brad’s Mom (07:28) The Changing Landscape of the Pre-IPO Market (24:50) AI Hype Cycle (33:19) Is Software Dead? (37:03) The Impact of Excess Capital in the Late-Stage Market (42:18) How AI Spending Affects Investments (54:52) Opportunities for Investments in the Public Markets Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod

Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-05-17
Duration: 01:01:23
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss OpenAI ChatGPT-4o, Astra,

Consumer AI, Enterprise AI, China Tariffs, Trade Regulation, the tech markets, and more. Enjoy another episode of Bg2. Timestamps: (00:00) Intro (00:40) Open AI Launches GPT-4 Omni (10:29) Chat GPT-4o Benchmarks (14:11) Voice as the New GUI (20:01) Breakout Power of ChatGPT (22:09) Consumer AI vs Enterprise AI Landscape (27:51) AI Disruption (35:45) Regulation & Industrial Policy (43:47) China Tariffs (53:15) Tech Market Check Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley BG2 Pod @bg2pod https://x.com/BG2Pod #BillGurley #BradGerstner #Bg2Pod

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-04-30
Duration: 01:05:06
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Head

of Groq Cloud) they discuss AI Models, Data Scaling, Enterpise AI, Personal AI, the tech markets, and more. Enjoy another episode of Bg2. Timestamps: (00:00) Intro (01:10) $META Llama 3 (20:40) Enterprise AI (36:50) Personal AI (50:07) $TSLA Earnings Call & Rideshare (52:10) Tech Check Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley Sunny Madra @sundeep https://x.com/sundeep BG2 Pod @bg2pod https://x.com/BG2Pod

Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner with full AI transcript and summary

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Update: 2024-04-19
Duration: 01:18:22
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss The Great IPO

Debate, Tesla Robotaxi vs. Uber, and a Tech Check. Enjoy another episode of Bg2. Timestamps: (00:00) Introduction + Eclipse (01:56) The Great IPO Debate (41:33) Tesla Robotaxi vs. Uber (01:10:27) Market Check Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @bgurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2Pod #BillGurley #BradGerstner #Bg2Pod

Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More with full AI transcript and summary

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Update: 2024-04-05
Duration: 01:08:29
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of

forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out, AI demand overhyped or underhyped, and current market valuations. Enjoy another episode of Bg2. Timestamps: (0:00) Intro (2:49) Demand for Compute Is Virtually Unlimited (27:53) Everywhere we Look we are building more and bigger Supercomputers (35:49) The AI Induced Power Gap & The Need for Nuclear (50:21) Valuations / Market Check Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @bgurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2Pod Shownotes: What's next for AI agents ft. LangChain's Harrison Chase: https://www.youtube.com/watch?v=pBBe1pk8hf4 Tesla FSD Model 12: https://twitter.com/bg2pod/status/1769378291658666226?s=46&t=tiuRwY6s_lj81akJSCmJkw Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI | Lex Fridman Podcast #419: Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI | Lex Fridman Podcast #419 OpenAI CEO on GPT-4 vs GPT-5 | Sam Altman and Lex Fridman: https://www.youtube.com/watch?v=CJEC0aAjRJE Jevons Paradox: https://en.wikipedia.org/wiki/Jevons_paradox MSFT and OpenAI $100bn supercomputer project: https://twitter.com/theinformation/status/1773798028907811059?s=20 Biden administration on how to generate more electricity to meet massive demand for AI computing: https://twitter.com/axios/status/1774758834952659223?s=20 Nuclear reactors planned and proposed: https://world-nuclear.org/information-library/current-and-future-generation/plans-for-new-reactors-worldwide.aspx U.S. approves $1.5bn loan to restart Michigan nuclear plant: https://www.nytimes.com/2024/03/27/business/energy-environment/holtec-palisades-nuclear-plant-loan.html Josh Wolfe’s talk to Congress: https://twitter.com/wolfejosh/status/1685323817521139712 Our World in Data - cleanest and safest sources of energy: https://ourworldindata.org/safest-sources-of-energy How Regulation killed Supersonic: https://www.heritage.org/transportation/commentary/its-time-let-supersonic-flight-soar-again Natural gas is stronger in the U.S.: https://www.iea.org/commentaries/natural-gas-is-now-stronger-than-ever-in-the-united-states-power-sector Baseload in the U.S. has been flat for many years: https://energytransition.nema.org/baseload-generation/ Amazon goes nuclear: https://www.theregister.com/2024/03/04/amazon_acquires_cumulus_nuclear_datacenter/ I-95 Bridge reopened in 12 days: https://www.bloomberg.com/news/articles/2023-06-28/resurrection-of-i-95-in-just-two-weeks-is-dubbed-small-miracle?embedded-checkout=true SF cleaned up in a week: https://www.smh.com.au/world/north-america/sanfran-s-mean-streets-become-clean-streets-for-biden-xi-and-co-20231116-p5ekd0.html Texas trumps California as key US energy transition driver:https://www.reuters.com/markets/commodities/texas-trumps-california-key-us-energy-transition-driver-2023-05-04/ Brad’s tweet on CT scan: https://twitter.com/altcap/status/1774919531414368402?s=20 Americans favor more nuclear energy: https://www.pewresearch.org/short-reads/2023/08/18/growing-share-of-americans-favor-more-nuclear-power/ Producing new nuclear plants have gone down in France and up in the U.S. tweet: https://twitter.com/cremieuxrecueil/status/1773221106591166946?s=46&t=832RL3Gm0XtyDEuhy-Gkzg GenAI company revenue multiples tweet: https://twitter.com/asanwal/status/1772821841578754492?s=46&t=832RL3Gm0XtyDEuhy-Gkzg Gurley’s tweet on 60x reduction from top model: https://twitter.com/bgurley/status/1774896120310686003?s=20 Congress provides record funding for fusion energy:https://www.fusionindustryassociation.org/congress-provides-record-funding-for-fusion-energy/ #BillGurley #BradGerstner #Bg2Pod

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod with full AI transcript and summary

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Update: 2024-03-22
Duration: 01:26:55
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair

of Board, Bookings.com & Managing Partner of Annox Capital) they discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2. Timestamps: (0:00) Intro (2:07) Bob Mylod | Stock-Based Compensation (58:03) Apple's Potential Partnership with Google on AI (1:04:00) Tiktok The Future of TikTok in the US (01:12:34) Microsoft's Acquisition of Inflection (01:18:06) The Durability of LLM Business Models Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @bgurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2Pod Shownotes: Bookings 2023 Notice of Annual Stockholders’ Meeting and Proxy Statement June 2023 (page 63 for Stock-Based Compensation Expense as a % of net cash provided by operating activities) https://bit.ly/3ISIauw Michael Mauboussin - Stock-Based Compensation Paper: https://mgstn.ly/4cshBKn Tom Hearden Tweet: https://bit.ly/4cqCoxQApoorv Agarwal Tweet: https://bit.ly/3VumL2G

Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update with full AI transcript and summary

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Update: 2024-03-08
Duration: 01:03:42
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving

V12 and imitation learning, AI model improvements: open vs. closed, & more. Enjoy another episode of Bg2. Timestamps: (0:00) Intro + Phase Shifts (3:42)Tesla FSD 12 & Imitation Learning (28:32) AI Model Improvements | Open vs Closed Models (49:10) Elon Musk Delaware Court Case (58:30) Macro Market Outlook Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @bgurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2PodShownotes: #BillGurley #BradGerstner #Bg2Pod

BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03 with full AI transcript and summary

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Update: 2024-02-22
Duration: 01:21:47
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest

rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more. Enjoy another episode of Bg2. Timestamps: (0:00) Introduction (3:14) Earnings / Inflation / Rates (10:16) Impact of AI on Google / Meta (32:47) Why not also MSFT/Apple/Amazon? (57:06) Chips, Fabs, Future Compute Needs Available on Apple, Spotify, www.linktr.ee/bg2pod Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @gurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2Pod Shownotes: TSMC founder Morris Chang on the evolution of the semiconductor industry https://youtu.be/r_8XClnnvIk?si=rAylAfxpJa0kHiNv #BillGurley #BradGerstner #BG2Pod

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02 with full AI transcript and summary

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Update: 2024-02-09
Duration: 01:25:07
Shownotes: Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box

Co-Founder & CEO, Aaron Levie. They discussed software valuations, public markets earnings, all things AI and legal immigration. Enjoy another Episode of Bg2. Available on Apple, Spotify, www.linktr.ee/bg2pod Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @gurley https://twitter.com/bgurley Aaron Levie @levie https://twitter.com/levie BG2 Pod @bg2pod https://twitter.com/BG2Pod

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 with full AI transcript and summary

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Update: 2024-01-26
Duration: 01:09:40
Shownotes: The rumors were true. Enjoy another Episode of Bg2. ____________________________________ (0:00) Introduction and discussion on current market trends (3:12) Main topic: AI and its recent

surge in venture capital investing (14:04) Discussion on the potential issues in AI companies (25:00) Analysis of public software valuations and their implications (33:01) Future of investing in tech companies (38:27) State of startups and challenges in raising capital (46:37) Comparing the 1999 bubble to the current economic situation (54:45) Analyzing Javier Milei's Speech at Davos (1:01:20) Historical examples of the effects of open and closed economies (1:09:09) Conclusion and farewell ____________________________________ The acceleration of global GDP per capita over centuries highlights the impact of free market capitalism and innovation on human prosperity. Venture capital investing and the tech industry play a significant role in driving progress and economic growth through fostering innovation and risk-taking by entrepreneurs. The current venture capital correction and its impact on startups emphasize the importance of adjusting to market realities, such as valuation and capital availability, for long-term success. #BillGurley #BradGerstner #BG2pod