BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod

Topics: Technology

No. 57 in Technology▼6

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

Latest episodeJensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & moreOctober 15, 2026 · 100 min

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Latest episodes

1. Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & moreOctober 15, 2026 · 100 min
2. The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2June 11, 2026 · 81 min
3. ChatGPT – The Super Assistant Era | BG2 Guest InterviewMarch 15, 2026 · 64 min
4. AI Enterprise - Databricks & Glean | BG2 Guest InterviewDecember 23, 2025 · 45 min
5. All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad GerstnerOctober 31, 2025 · 74 min
6. AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad GerstnerOctober 14, 2025 · 62 min
7. NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad GerstnerSeptember 26, 2025 · 104 min
8. Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest InterviewSeptember 11, 2025 · 69 min
9. China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad GerstnerAugust 28, 2025 · 67 min
10. China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad GerstnerJuly 31, 2025 · 64 min

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