BG2Pod with Brad Gerstner and Bill Gurley

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

31 Oct 2025

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Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAI–Microsoft partnership, how it unlocked massive scale in the cloud, and what it reveals about the future of intelligence and capital.Nadella breaks down how Microsoft is expanding Azure and Copilot to meet explosive demand. Altman shares his view on progress, power, and the human drive to push boundaries. A candid, energizing conversation about building the future at scale. Enjoy another episode of BG2!Intro— 00:00Microsoft’s Investment in OpenAI — 02:28The Nonprofit Structure and Its Impact — 03:19Health, AI Security, and Resilience — 05:46Models, Exclusivity, and Distribution — 07:50Revenue Sharing and AGI Milestones — 08:58OpenAI’s Growth and Compute Commitments — 11:38Compute Constraints and Scaling — 15:21The Future of AI Devices and Consumer Use — 21:27Regulation and the Patchwork Problem — 24:31Looking Ahead to 2026 and Beyond — 28:01Microsoft’s Strategic Value from OpenAI — 37:10The Economics of AI and SaaS — 57:15Productivity, Jobs, and the Age of AI — 1:04:28Reindustrialization of America — 1:10:43Produced by Dan ShevchukMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBG2 Pod @bg2pod https://x.com/BG2Pod

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All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

This episode hasn't been transcribed yet

Other episodes from BG2Pod with Brad Gerstner and Bill Gurley

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