AI Enterprise - Databricks & Glean | BG2 Guest Interview | Dec 23, 2025 | 00:45:00 | Transcribed |
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner | Oct 31, 2025 | 01:14:20 | Not Started |
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner | Oct 14, 2025 | 01:01:49 | Not Started |
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner | Sep 26, 2025 | 01:44:14 | Not Started |
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview | Sep 11, 2025 | 01:08:57 | Not Started |
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner | Aug 28, 2025 | 01:06:32 | Not Started |
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner | Jul 31, 2025 | 01:04:20 | Not Started |
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 | Jul 10, 2025 | 01:18:35 | Not Started |
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner | Jun 21, 2025 | 00:21:36 | Not Started |
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 | Jun 20, 2025 | 01:01:16 | Not Started |
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner | Jun 5, 2025 | 01:01:11 | Not Started |
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner | May 22, 2025 | 01:16:27 | Not Started |
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner | Apr 24, 2025 | 01:02:36 | Not Started |
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner | Apr 4, 2025 | 01:13:12 | Not Started |
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | Mar 21, 2025 | 01:22:00 | Not Started |
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner | Mar 1, 2025 | 01:03:19 | Not Started |
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner | Feb 5, 2025 | 01:14:07 | Not Started |
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner | Jan 23, 2025 | 01:11:08 | Not Started |
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner | Jan 11, 2025 | 01:23:11 | Not Started |
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner | Dec 23, 2024 | 01:29:41 | Not Started |
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner | Dec 12, 2024 | 01:24:41 | Not Started |
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America | Nov 27, 2024 | 00:44:07 | Not Started |
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner | Nov 21, 2024 | 01:03:11 | Not Started |
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball | Oct 31, 2024 | 01:06:18 | Not Started |
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner | Oct 13, 2024 | 00:54:06 | Not Started |
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner | Oct 13, 2024 | 01:21:13 | Not Started |
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner | Sep 25, 2024 | 01:06:06 | Not Started |
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner | Sep 9, 2024 | 01:18:49 | Not Started |
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner | Aug 9, 2024 | 01:25:51 | Not Started |
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner | Jul 25, 2024 | 01:17:37 | Not Started |
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner | Jul 11, 2024 | 00:57:29 | Not Started |
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner | Jun 22, 2024 | 01:01:55 | Not Started |
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner | Jun 10, 2024 | 00:58:56 | Not Started |
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner | May 16, 2024 | 01:01:23 | Not Started |
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner | Apr 29, 2024 | 01:05:06 | Not Started |
Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner | Apr 18, 2024 | 01:18:22 | Not Started |
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More | Apr 4, 2024 | 01:08:29 | Not Started |
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod | Mar 21, 2024 | 01:26:55 | Not Started |
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 | Not Started |
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 | Not Started |
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02 | Feb 8, 2024 | 01:25:07 | Not Started |
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 | Not Started |