BG2 Pod
Gurley and Gerstner on market structure and macro tech.
12 episodes indexed · ~1.0/month · since 2025-06 · Visit original ↗
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang
2026-06-11 · 1h 21m · 36 moments
ChatGPT – The Super Assistant Era | BG2 Guest Interview
2026-03-15 · 1h 4m · 6 moments
AI Enterprise - Databricks & Glean | BG2 Guest Interview
2025-12-23 · 45m · 6 moments
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
2025-10-31 · 1h 14m · 6 moments
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
2025-10-14 · 1h 2m · 6 moments
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
2025-09-26 · 1h 44m · 6 moments
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
2025-09-11 · 1h 9m · 6 moments
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
2025-08-28 · 1h 7m · 6 moments
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
2025-07-31 · 1h 4m · 6 moments
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
2025-07-10 · 1h 19m · 6 moments
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
2025-06-21 · 22m · 6 moments
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
2025-06-20 · 1h 1m · 6 moments