Texas, every mention

33 scenes · ← back to Texas

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every year anyone Brad Gerstner 44Bill Gurley 14Dylan Patel 2Maureen Zawalnik 1

Verbatim, from the transcripts: the passages where Texas comes up

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NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 1 mention

  • ▶ 1:03:29 Brad Gerstner You have governors like Greg Abbott in Texas who want to remove regulations to accelerate because they understand how important it is.

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Aug 28, 2025 · 3 mentions

  • ▶ 19:31 Bill Gurley Our friend Omid built a factory in Texas, you know, you know, under 40, like just spectacular that
  • ▶ 29:01 Bill Gurley Which is why TSMC's in Arizona, which is why Tesla's in Texas.
  • ▶ 42:10 Brad Gerstner And that's why you see companies like Tesla moving to Texas where those reforms are moving forward.

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 6 mentions

  • ▶ 1:18 Brad Gerstner You do, you do great work in Texas and around the country. 3 times in the scene
  • ▶ 16:52 Brad Gerstner And I, I said to, I asked Michael and Susan the question over a year ago, I said, you know, if you wanted to give away a lot of money in the state of Texas today, like how would you do it directly to kids?
  • ▶ 23:16 Bill Gurley Um, and Texas just passed this, uh, very recently, a few weeks ago. 2 times in the scene

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 7 mentions

  • ▶ 40:15 Bill Gurley And one of the things that obviously comes up is land, you know, living here in Texas, you know, many people probably don't know this, but the university system here was don't, was granted as a gift years ago, 2.1 million acres in the, uh,…
  • ▶ 47:24 Brad Gerstner If we do this, and we launch this in twenty-twenty-six, a thousand bucks for every kid born in America, we get every kid from rural Texas to rural Indiana to inner city Trenton to the east side of LA, you get them into the game, they can…
  • ▶ 56:15 Bill Gurley You know, the two states people say you should consider other than Delaware, Texas and Nevada. 5 times in the scene

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 3 mentions

  • ▶ 42:11 Brad Gerstner And you and I are talking about taking the pod down to Abilene, Texas, to see Stargate, to Denton, Texas, um, to see, you know, the core weave facility that they're standing up for OpenAI. 2 times in the scene
  • ▶ 1:07:02 Brad Gerstner You know, the algorithm and the data, so it makes sense that Oracle would be involved in that, because remember, TikTok runs on the Oracle Cloud, uh, down in Texas.

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 23, 2025 · 3 mentions

  • ▶ 7:20 Brad Gerstner They have another 10 under construction, and we know that OpenAI is already running workloads out of Abilene, Texas, which is where this mega project's going to be built, and so. 2 times in the scene
  • ▶ 54:48 Brad Gerstner So to put, to put a finer point on that, you talked about, you know, 1047, fortunately was vetoed in the state of California, but now you have the piece of legislation, uh, working its way through Texas that we talked about.

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 6 mentions

  • ▶ 54:16 Brad Gerstner Let's talk for a second about regulation, because I know there's an AI bill brewing down in Texas, akin to California's 1047 that we, that we got, got killed. 6 times in the scene

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 2 mentions

  • ▶ 20:26 Dylan Patel Retrofit the data center, put GPUs in them like they're doing in Texas.
  • ▶ 39:55 Dylan Patel Um, and why are they, why are they building multiple similar sized data centers in Wisconsin and Atlanta and, and, and Texas and so on and so forth, right?

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod Nov 27, 2024 · 1 mention

  • ▶ 42:18 Brad Gerstner And, and, and beyond that, I've heard, you know, there are states like the state of Maine, uh, you know, the state of Texas and Florida and other places that already have some local programs like this, um, some state programs, but instead…

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Nov 21, 2024 · 1 mention

  • ▶ 22:18 Brad Gerstner Texas and Florida have no restrictions, but at least the indications out of the administration were that they wanted a national policy, which makes sense to me.

Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod Oct 31, 2024 · 2 mentions

  • ▶ 36:47 Brad Gerstner I was just down in Texas talking to the Texas pensions, the same thing happening there, but when they consolidate, that probably means more dollars into fewer, right? 2 times in the scene

Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 9, 2024 · 1 mention

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 2 mentions

  • ▶ 21:52 Bill Gurley I happen to have some rural property in Texas, and if you ask for anything, they'll do it.
  • ▶ 1:06:03 Brad Gerstner Um, well in the U.S. they already can, can run full self-driving in states like Texas.

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jul 11, 2024 · 2 mentions

  • ▶ 50:44 Brad Gerstner You have the head of several medical institutions, um, you know, that kind of went to war with the state of Texas because the state of Texas passed legislation out of both houses 2 times in the scene

Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jun 22, 2024 · 4 mentions

  • ▶ 56:20 Brad Gerstner How do, how do we give assurances to other companies that are reincorporated into Nevada, reincorporating in Texas, you know, Tesla's moved to, you know, was approved to move to Texas. 4 times in the scene

Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 18, 2024 · 1 mention

  • ▶ 34:05 Brad Gerstner Which represent firefighters and teachers and, you know, police officers in the city of New York or the city of San Francisco or the state of Texas.

Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod Apr 4, 2024 · 4 mentions

  • ▶ 0:38 Brad Gerstner I mean, is this a little promotion for the state of Texas we got going on? 2 times in the scene
  • ▶ 44:00 Bill Gurley Another article that I want to link to, um, shows that, that renewable projects are way more successful in Texas than California, which is the ultimate irony, right? 2 times in the scene

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod Mar 21, 2024 · 1 mention

  • ▶ 1:10:07 Bill Gurley And I think they could have hired an auditor, you know, a KPMG or a Pricewaterhouse or whatever, um, rather than simply saying, oh, well, it's in Oracle in Texas.

Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod Mar 7, 2024 · 5 mentions

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 6 mentions

  • ▶ 1:03:31 Brad Gerstner And why aren't the fabs in Texas anymore with Texas Instruments, or why aren't the fabs in other parts of the world, and what does that mean for the future of this build-out? 4 times in the scene
  • ▶ 1:21:15 Brad Gerstner I wish you could be here, uh, I, I know you're, you're, you're anchored down there in Texas, speaking of Texas fabs, but this is fun to have you here in person. 2 times in the scene
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