BG2Pod with Brad Gerstner and Bill Gurley
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
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more. Enjoy another episode of Bg2. Timestamps: (0:00) Introduction (3:14) Earnings / Inflation / Rates (10:16) Impact of AI on Google / Meta (32:47) Why not also MSFT/Apple/Amazon? (57:06) Chips, Fabs, Future Compute Needs Available on Apple, Spotify, www.linktr.ee/bg2pod Follow: Brad Gerstner @altcap https://twitter.com/altcap Bill Gurley @gurley https://twitter.com/bgurley BG2 Pod @bg2pod https://twitter.com/BG2Pod Shownotes: TSMC founder Morris Chang on the evolution of the semiconductor industry https://youtu.be/r_8XClnnvIk?si=rAylAfxpJa0kHiNv #BillGurley #BradGerstner #BG2Pod
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other episodes from BG2Pod with Brad Gerstner and Bill Gurley
Transcribed and ready to explore now
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
26 Sep 2025
BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
04 Apr 2025
BG2Pod with Brad Gerstner and Bill Gurley