China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
31 Jul 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
10 Jul 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
21 Jun 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
20 Jun 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
05 Jun 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
22 May 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
24 Apr 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
Fri, 04 Apr 2025 02:21:02 GMT
Contributed by Lukas • Default Dataset
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
04 Apr 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
21 Mar 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
01 Mar 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
05 Feb 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
23 Jan 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
11 Jan 2025
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
23 Dec 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
12 Dec 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America
27 Nov 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
21 Nov 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
31 Oct 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
13 Oct 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
13 Oct 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
25 Sep 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
09 Sep 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
09 Aug 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
25 Jul 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
11 Jul 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
22 Jun 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
10 Jun 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner
16 May 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
29 Apr 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner
18 Apr 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
04 Apr 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
21 Mar 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update
07 Mar 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
22 Feb 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
08 Feb 2024
Contributed by Lukas
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing ...
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
25 Jan 2024
Contributed by Lukas
The rumors were true. Enjoy another Episode of Bg2. ____________________________________ (0:00) In...