BG2Pod with Brad Gerstner and Bill Gurley – Details, episodes & analysis

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BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod

Technology

Frequency: 1 episode/20d. Total Eps: 44

Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

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Recent rankings

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Apple Podcasts

🇨🇦 Canada - technology
20/08/2026
#86
🇺🇸 USA - technology
18/08/2026
#96
🇬🇧 Great Britain - technology
17/08/2026
#80
🇨🇦 Canada - technology
16/08/2026
#83
🇺🇸 USA - technology
15/08/2026
#100
🇺🇸 USA - technology
14/08/2026
#87
🇫🇷 France - technology
14/08/2026
#75
🇬🇧 Great Britain - technology
13/08/2026
#68
🇺🇸 USA - technology
13/08/2026
#72
🇫🇷 France - technology
13/08/2026
#97

Spotify

🇺🇸 USA - technology
09/07/2026
#50
→
🇺🇸 USA - technology
08/07/2026
#50
↘
🇺🇸 USA - technology
07/07/2026
#46
↘
🇺🇸 USA - technology
06/07/2026
#42
↘

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Score global : 38%

Publication history

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Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner

Episode 14

Friday, August 9, 2024 • Duration 01:25:51

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2.

Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(02:27) Public Market Reset

(13:04) Corporate and Individual Tax Cut Expiration

(16:40) Indicators of Economic Health

(30:40) AI Air Pocket

(46:02) Japan Yen Carry Trade

(50:34) Navigating Market Volatility

(56:30) $GOOG Ruling & Monopoly Status

(01:05:21) Search GPT and Evolving AI Landscape

(1:18:17) The Need for Regulatory Clarity in AI

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

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Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner

Episode 13

Thursday, July 25, 2024 • Duration 01:17:37

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Crowdstrike, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(01:38) The Perceived Political Realignment in Silicon Valley

(18:02) Engagement Between Silicon Valley and Washington

(27:21) Meta's Open Source Strategy (405b)

(47:37) Post-Mortem on the COVID-19 Pandemic

(58:37) Wiz IPO and Acquisitions

(01:03:37) The Impact of AI on Self-Driving Cars

(01:10:33) Lessons from the CrowdStrike Incident

(01:16:11) Spotify's Success under Daniel Ek

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

****

Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update

Episode 4

Thursday, March 7, 2024 • Duration 01:03:42

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving V12 and imitation learning, AI model improvements: open vs. closed, & more. Enjoy another episode of Bg2.

Timestamps:

(0:00) Intro + Phase Shifts

(3:42)Tesla FSD 12 & Imitation Learning

(28:32) AI Model Improvements | Open vs Closed Models

(49:10) Elon Musk Delaware Court Case

(58:30) Macro Market Outlook

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://twitter.com/altcap

Bill Gurley @bgurley https://twitter.com/bgurley

BG2 Pod @bg2pod https://twitter.com/BG2PodShownotes:

#BillGurley #BradGerstner #Bg2Pod

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BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

Episode 3

Thursday, February 22, 2024 • Duration 01:21:47

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

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

Episode 2

Thursday, February 8, 2024 • Duration 01:25:07

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software valuations, public markets earnings, all things AI and legal immigration. Enjoy another Episode of Bg2.

Available on Apple, Spotify, www.linktr.ee/bg2pod

Follow:

Brad Gerstner @altcap https://twitter.com/altcap

Bill Gurley @gurley https://twitter.com/bgurley

Aaron Levie @levie https://twitter.com/levie

BG2 Pod @bg2pod https://twitter.com/BG2Pod

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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

Episode 1

Thursday, January 25, 2024 • Duration 01:09:40

The rumors were true. Enjoy another Episode of Bg2.

____________________________________

(0:00) Introduction and discussion on current market trends

(3:12) Main topic: AI and its recent surge in venture capital investing

(14:04) Discussion on the potential issues in AI companies

(25:00) Analysis of public software valuations and their implications

(33:01) Future of investing in tech companies

(38:27) State of startups and challenges in raising capital

(46:37) Comparing the 1999 bubble to the current economic situation

(54:45) Analyzing Javier Milei's Speech at Davos

(1:01:20) Historical examples of the effects of open and closed economies

(1:09:09) Conclusion and farewell

____________________________________

The acceleration of global GDP per capita over centuries highlights the impact of free market capitalism and innovation on human prosperity.

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

Episode 12

Thursday, July 11, 2024 • Duration 57:29

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(03:50) Public Market Dispersion (Mag 7 + Consumer Stocks)

(22:05) AI Costs vs AI Revenue

(47:25) Calcium CT Scans

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

Shownotes:

AI’s $600B Question by David Cahn

Widowmaker Documentary

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Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner

Episode 11

Saturday, June 22, 2024 • Duration 01:01:55

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they recap Coatue Conference and discuss Elon’s pay package, Tesla's shareholder vote, ISS controversy, AI market trends, OpenAI IPO, Delaware court case, and more. Enjoy another episode of BG2.

Timestamps:

(00:00) Overview of Coatue’s East Meets West Conference

(5:05) AI and Market Trends

(18:17) Insights on Venture Markets and IPOs

(24:15) Challenges and Opportunities in Going Public

(30:05) The Case for OpenAI Going Public

(33:03) Challenges and Considerations for IPOs

(35:55) SPECIAL GUEST: Coatue Founder Phillipe Laffont

(39:27) AI Startups Staying Lean

(42:31) AI Agents and the Future of Work

(45:28) Tesla's Shareholder Vote and ISS Controversy

(50:57) Delaware's Legal Precedent and Corporate Implications

(58:27) Globalization and Competitive Advantage

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

Episode 10

Monday, June 10, 2024 • Duration 58:56

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the late-stage market, the importance of capitalism and immigration for the future of the United States, and more. Enjoy another episode of Bg2.

Timestamps:

(00:00) Intro

(02:16) Letter from Brad’s Mom

(07:28) The Changing Landscape of the Pre-IPO Market

(24:50) AI Hype Cycle

(33:19) Is Software Dead?

(37:03) The Impact of Excess Capital in the Late-Stage Market

(42:18) How AI Spending Affects Investments

(54:52) Opportunities for Investments in the Public Markets

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

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Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner

Episode 9

Thursday, May 16, 2024 • Duration 01:01:23

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss OpenAI ChatGPT-4o, Astra, Consumer AI, Enterprise AI, China Tariffs, Trade Regulation, the tech markets, and more. Enjoy another episode of Bg2.

Timestamps:

(00:00) Intro

(00:40) Open AI Launches GPT-4 Omni

(10:29) Chat GPT-4o Benchmarks

(14:11) Voice as the New GUI

(20:01) Breakout Power of ChatGPT

(22:09) Consumer AI vs Enterprise AI Landscape

(27:51) AI Disruption

(35:45) Regulation & Industrial Policy

(43:47) China Tariffs

(53:15) Tech Market Check

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

#BillGurley #BradGerstner #Bg2Pod

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BG2Pod with Brad Gerstner and Bill Gurley – Details, episodes & analysis

Podcast details

Recent rankings

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Apple Podcasts

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BG2Pod with Brad Gerstner and Bill Gurley – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other49

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other49

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Apple Podcasts

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