Episodes
Two years of tape. Every episode is checked claim by claim and playable.
23 episodes in 2024
🎙BG2
1h 29m AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², host Brad Gerstner and co-host Bill Gurley interview Dylan Patel, founder of SemiAnalysis, to analyze the state of the global AI semiconductor landscape, hyperscaler …
62 statements 16 featured 19 assessments 2 contradicted
🎙BG2
1h 24m Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of the BG2 podcast, hosts Brad Gerstner and Bill Gurley interview Microsoft CEO Satya Nadella to discuss Microsoft's cultural evolution, its strategic partnership with OpenAI…
34 statements 8 featured 3 assessments
🎙BG2
44m BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
In this Thanksgiving roundtable episode of the BG2 Podcast, co-hosts Brad Gerstner and Bill Gurley share key topics of gratitude and analysis, spanning federal budget balancing, Chinese tech…
19 statements 6 featured 8 assessments 1 contradicted
🎙BG2
1h 3m Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², Brad Gerstner and Bill Gurley analyze major shifts across technology, macroeconomics, and government policy, focusing on AI scaling laws, autonomous vehicle regulatio…
20 statements 6 featured 6 assessments 3 contradicted
🎙BG2
1h 6m Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
In this episode of the BG² Podcast, hosts Brad Gerstner and Bill Gurley, along with guest Jamin Ball, analyze structural misalignments in modern venture capital mega-funds, massive capital e…
22 statements 6 featured 6 assessments 1 contradicted
🎙BG2
54m Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In Episode 18 of the BG² podcast, hosts Brad Gerstner, Bill Gurley, and Sunny Madra analyze key takeaways from an interview with NVIDIA CEO Jensen Huang, exploring NVIDIA's full-stack compet…
25 statements 7 featured 9 assessments
🎙BG2
1h 21m Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², NVIDIA CEO Jensen Huang joins hosts Brad Gerstner and Clark Tang to discuss NVIDIA's full-stack computing strategy, the economic transformation of $1 trillion in data…
45 statements 13 featured 7 assessments
🎙BG2
1h 6m Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Co-hosts Brad Gerstner and Bill Gurley examine critical shifts across tech and finance, detailing nuclear power adoption for AI data centers, next-gen AI reasoning models, venture capital st…
16 statements 6 featured 3 assessments 1 contradicted
🎙BG2
1h 18m Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In Episode 15 of the BG2 Podcast recorded on location at Diablo Canyon Nuclear Power Plant, hosts Brad Gerstner and Bill Gurley analyze the critical role of nuclear energy in powering the ar…
32 statements 10 featured 17 assessments
🎙BG2
1h 25m Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², hosts Brad Gerstner and Bill Gurley analyze global public market volatility, five major macroeconomic risks, the AI infrastructure CapEx cycle, landmark Google antitr…
32 statements 9 featured 8 assessments 1 contradicted
🎙BG2
1h 17m Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², venture capitalists Brad Gerstner and Bill Gurley analyze Silicon Valley's unprecedented political realignment, regulatory capture in government spending, Meta's open…
22 statements 8 featured 10 assessments 3 contradicted
🎙BG2
57m Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of the BG² Podcast, hosts Brad Gerstner and Bill Gurley analyze public market positioning, Big Tech valuations versus consumer stock declines, the AI venture capital spending…
21 statements 6 featured 11 assessments 2 contradicted
🎙BG2
1h 1m Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
In this live episode of BG² recorded at Coatue's East Meets West 2024 conference, hosts Bill Gurley and Brad Gerstner analyze public and private tech market dynamics, evaluating AI infrastru…
30 statements 8 featured 5 assessments 1 contradicted
🎙BG2
58m Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
In Episode 10 of the BG² Podcast, venture capitalists Bill Gurley and Brad Gerstner analyze key structural shifts in late-stage private capital markets, the operational reality behind the AI…
17 statements 5 featured 7 assessments 2 contradicted
🎙BG2
1h 1m Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², venture capitalists Brad Gerstner and Bill Gurley analyze major breakthroughs in multimodal AI models like OpenAI's GPT-4o and Google Astra, evaluating their impact o…
23 statements 6 featured 3 assessments
🎙BG2
1h 5m Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG2, hosts Brad Gerstner and Bill Gurley, along with guest Sunny Madra, examine Meta's landmark Llama 3 launch, the economics of open-source versus closed AI models, enter…
24 statements 6 featured 11 assessments 1 contradicted
🎙BG2
1h 18m Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG2, hosts Brad Gerstner and Bill Gurley analyze macroeconomic pressure on tech valuations, the debate surrounding high revenue thresholds for tech IPOs, the unit economic…
28 statements 8 featured 9 assessments
🎙BG2
1h 8m Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
In Episode 6 of the BG² Podcast, Brad Gerstner and Bill Gurley evaluate the AI market boom, comparing high private startup valuations to dot-com era bubbles while analyzing the massive globa…
34 statements 9 featured 5 assessments
🎙BG2
1h 26m Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
In Episode 5 of the BG2 Podcast, co-hosts Brad Gerstner and Bill Gurley, along with guest Bob Mylod, analyze the mechanics and governance pitfalls of Stock-Based Compensation before evaluati…
22 statements 8 featured 5 assessments 2 contradicted
🎙BG2
1h 3m Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
In this episode of the BG² Podcast, hosts Brad Gerstner and Bill Gurley analyze the paradigm shift to end-to-end imitation AI in Tesla's FSD V12 and physical robotics, debate open-source ver…
23 statements 6 featured 6 assessments 1 contradicted
🎙BG2
1h 21m BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
In episode 03 of the BG² podcast, venture capitalists Brad Gerstner and Bill Gurley analyze how artificial intelligence is reshaping public tech stock valuations, Big Tech competitive moats,…
29 statements 11 featured 8 assessments
🎙BG2
1h 25m BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
In Episode 02 of BG² Pod, co-hosts Brad Gerstner and Bill Gurley welcome Box CEO Aaron Levie to analyze software valuations, enterprise cloud dynamics, Big Tech execution, and the impending …
36 statements 12 featured 5 assessments
🎙BG2
1h 9m BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
In the inaugural episode of the BG² podcast, venture capitalists Brad Gerstner and Bill Gurley analyze artificial intelligence valuation distortions, mega-cap cloud computing dynamics, the d…
23 statements 9 featured 9 assessments 1 contradicted