Episodes
Two years of tape. Every episode is checked claim by claim and playable.
19 episodes in 2025
🎙BG2
45m AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
In this episode of BG², host Apoorv Agrawal interviews Databricks CEO Ali Ghodsi and Glean CEO Arvind Jain to examine the real-world state of enterprise AI adoption, addressing failure rate …
24 statements 9 featured 4 assessments 1 contradicted
🎙BG2
1h 14m All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
In this special episode of the BG2 Podcast, host Brad Gerstner sits down with OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella to discuss the evolution of their historic partnership, ma…
69 statements 19 featured 16 assessments
🎙BG2
1h 1m AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
In this episode of the BG² Podcast, hosts Brad Gerstner and Bill Gurley analyze major tech developments including AI CapEx trends, state-level AI legislation, and stablecoin expansion, while…
17 statements 6 featured 8 assessments
🎙BG2
1h 44m NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
In this episode of the BG² podcast, host Brad Gerstner and partner Clark Tang interview NVIDIA CEO Jensen Huang at NVIDIA headquarters to explore the scaling laws of artificial intelligence,…
44 statements 11 featured 12 assessments 1 contradicted
🎙BG2
1h 8m Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
In this episode of the BG2 Pod, host Apoorv Agrawal interviews OpenAI Platform leaders Sherwin Wu and Olivier Godement to explore OpenAI's enterprise strategy, technical breakthroughs in GPT…
31 statements 10 featured 7 assessments
🎙BG2
1h 6m China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
In this episode of BG², venture capitalists Bill Gurley and Brad Gerstner analyze China's rapid technological acceleration across electric vehicles, autonomous driving, and open-source artif…
30 statements 10 featured 12 assessments 2 contradicted
🎙BG2
1h 4m China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
In this episode of the BG² Podcast, Brad Gerstner, Bill Gurley, and guest Sonny Madra analyze China's rapid momentum in open-source AI, the economics of the global compute arms race, and the…
29 statements 8 featured 13 assessments 2 contradicted
🎙BG2
1h 18m Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
On this episode of the BG² podcast, hosts Brad Gerstner and Bill Gurley sit down with Dell Technologies CEO Michael Dell to discuss the historic passage of the Invest America Act, the escala…
23 statements 8 featured 10 assessments
🎙BG2
21m Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
OpenAI Chief Product Officer Kevin Weil joins BG2 podcast hosts Brad Gerstner and Bill Gurley at Coatue's East Meets West conference to discuss ChatGPT's rapid growth, product development ph…
10 statements 5 featured 2 assessments
🎙BG2
1h 1m Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
In this special 10th-anniversary Coatue East Meets West episode of BG2, hosts Brad Gerstner and Bill Gurley sit down with Coatue founders Philippe and Thomas Laffont to analyze market trends…
25 statements 6 featured 8 assessments
🎙BG2
1h 1m China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², Brad Gerstner and Bill Gurley analyze key trends shaping the AI landscape and the macroeconomy, contrasting the dot-com bubble with AI growth, evaluating US-China tec…
20 statements 6 featured 9 assessments
🎙BG2
1h 16m AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of the BG² Podcast, co-hosts Brad Gerstner and Bill Gurley analyze major developments in US AI policy, Middle Eastern energy-tech partnerships, trade tariffs, domestic tax le…
32 statements 9 featured 16 assessments
🎙BG2
1h 2m Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², venture capitalists Bill Gurley and Brad Gerstner analyze the economic and geopolitical fallout of rising trade tariffs, technology export controls, and global AI com…
43 statements 11 featured 10 assessments 2 contradicted
🎙BG2
1h 13m Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
Venture capitalists Brad Gerstner and Bill Gurley examine the economic fallout of new US tariff policies, AI competitive dynamics between US and Chinese open-source models, OpenAI's massive …
18 statements 5 featured 6 assessments 1 contradicted
🎙BG2
1h 22m NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
In this episode of the BG² Pod, hosts Brad Gerstner and Bill Gurley analyze macro market uncertainty, tariff policy debates, Google's $32B Wiz acquisition, and Nvidia's GTC announcements. Th…
26 statements 10 featured 3 assessments
🎙BG2
1h 3m Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², tech investors Bill Gurley and Brad Gerstner analyze the rapidly evolving frontier AI landscape, Google's search cannibalization, US-China trade policy, and the macro…
42 statements 20 featured 13 assessments 3 contradicted
🎙BG2
1h 14m DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², Brad Gerstner and Bill Gurley analyze the macroeconomic, technological, and geopolitical shifts reshaping markets, focusing on DeepSeek's open-source AI breakthrough,…
18 statements 5 featured 6 assessments 1 contradicted
🎙BG2
1h 11m Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², hosts Brad Gerstner and Bill Gurley analyze the financial and technical reality behind the $500 billion Stargate AI announcement, evaluate shifting post-inauguration …
30 statements 8 featured 10 assessments 2 contradicted
🎙BG2
1h 23m Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
In this episode of BG², venture capitalists Brad Gerstner and Bill Gurley analyze the 2025 macroeconomic landscape, detailing the multi-billion-dollar AI infrastructure CapEx surge, evolving…
34 statements 12 featured 15 assessments 2 contradicted