NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:21) Market Uncertainty(07:28) Globalism and Tariff Policies(25:07) $GOOG Acquisition of Wiz + M&A Environment (40:33) $NVDA Market Position(55:37) Government Regulations & Impact on AI(1:04:45) Consumer AI Demand(1:10:33) AI Unit EconomicsAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod
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1:22:00
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:40) Grok 3(05:55) Grok’s Leverage of X Platform(07:25) AI Consumer Market & SEO(23:04) AI Memory(26:15) AI Voice(29:05) Future AI Assets(33:29) AI Acceleration in China(36:09) Regulatory Challenges(37:46) AI CapEx and Investing Dynamics(48:38) Government Spending + DOGE(1:00:51) Golden State WarriorsAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod
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1:03:19
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests, Trump tariffs, open source, DOGE, & more. . Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(03:20) DeepSeek & Open Source
(37:03) Trump Tariffs
(50:31) DOGE
(01:04:19) Tech and Political Uncertainty
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
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1:14:07
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(01:21) Stargate
(15:07) Dylan Patel and Semianalysis take on Stargate
(17:56) Stargate’s Impact on AI Competitive Landscape
(29:03) DeepSeek
(32:03) Special Guest Rene Haas (CEO of ARM Holdings)
(49:46) DeepSeek continued
(51:53) Trumps Executive Orders & Regulatory Freeze
(54:10) Coordination in AI Legistlation
(59:38) US National Debt and Balancing the Budget
(1:01:08) TikTok
(1:05:48) Tech Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
Rene Haas @renehaas237
BG2 Pod @bg2pod https://x.com/BG2Pod
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1:11:08
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Brad’s public market predictions, AI enthusiasm and fears, interest rates, inflation, DOGE, federal budget analysis, big tech capex, scaling inference, Satya Nadella, Jensen Huang, Elon Musk, AI reasoning models, chain of thought, & more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(02:58) Frontline Ideas for 2025
(07:02) The Bogeyman (Interest Rates and Inflation)
(09:21) Mega Cap Valuations & Expectations
(14:02) Big Tech CapEx
(16:51) Scaling Inference
(20:11) Future of AI
(39:50) Role of Power in AI Development
(42:58) Interest Rates & Economic Growth
(45:11) Federal Spending & DOGE
(54:15) Regulatory Landscape for AI
(01:01:27) Co-opetition in AI
(01:17:06) Reasoning Models & Chain of Thought
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
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