BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
DEBRIEF7 min · Written and voiced by AI
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & moreOct 15, 2026 · 1 h 40 min
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & moreCan AI revenues justify the spending? Jensen Huang breaks down the biggest bottlenecks heading into 2027, the path to the singularity, open vs. closed models, and why he’s 99.99%…
Jun 11, 2026 · 1 h 21 min
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and…
Mar 15, 2026 · 1 h 4 min
ChatGPT – The Super Assistant Era | BG2 Guest InterviewIn this BG2 guest interview, Altimeter Partner Apoorv Agrawal sits down with Nick Turley of OpenAI for a deep dive into how ChatGPT became one of the fastest-growing products in…
Dec 23, 2025 · 45 min
AI Enterprise - Databricks & Glean | BG2 Guest InterviewIn this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s…
Oct 31, 2025 · 1 h 14 min
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad GerstnerBrad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They…
Oct 14, 2025 · 1 h 2 min
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad GerstnerPre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPve Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This…
Sep 26, 2025 · 1 h 44 min
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder…
Sep 11, 2025 · 1 h 9 min
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest InterviewOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how…
Aug 28, 2025 · 1 h 7 min
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across…
Jul 31, 2025 · 1 h 4 min
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US…
Jul 10, 2025 · 1 h 19 min
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America…
Jun 21, 2025 · 22 min
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they…
Jun 20, 2025 · 1 h 1 min
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to…
Jun 5, 2025 · 1 h 1 min
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s…
May 22, 2025 · 1 h 16 min
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the overturning of the AI Diffusion Rule…
Apr 24, 2025 · 1 h 3 min
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss…
Apr 4, 2025 · 1 h 13 min
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs…
Mar 21, 2025 · 1 h 22 min
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPTOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs…
Mar 20, 2025 · 1 h 22 min
Market Uncertainty, Tariffs, M&A, Wiz and GOOG, NVDA GTC | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs…
Mar 1, 2025 · 1 h 3 min
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations…
Feb 5, 2025 · 1 h 14 min
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests…
Jan 23, 2025 · 1 h 11 min
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss…
Jan 11, 2025 · 1 h 23 min
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Brad’s public market predictions, AI…
Dec 23, 2024 · 1 h 30 min
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst…
Dec 12, 2024 · 1 h 25 min
Satya Nadella | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to…
Nov 27, 2024 · 44 min
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest AmericaOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China…
Nov 21, 2024 · 1 h 3 min
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws, the future of inference…
Oct 31, 2024 · 1 h 6 min
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin BallOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to…
Oct 13, 2024 · 54 min
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen…
Oct 13, 2024 · 1 h 21 min
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance…
Sep 25, 2024 · 1 h 6 min
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy…
Sep 9, 2024 · 1 h 19 min
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they sit down with Maureen Zawalick (Vice President at…
Aug 9, 2024 · 1 h 26 min
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad GerstnerOpen 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…
Jul 25, 2024 · 1 h 18 min
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad GerstnerOpen 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…
Jul 11, 2024 · 57 min
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad GerstnerOpen 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…
Jun 22, 2024 · 1 h 2 min
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad GerstnerOpen 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…
Jun 10, 2024 · 59 min
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad GerstnerOpen 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…
May 16, 2024 · 1 h 1 min
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad GerstnerOpen 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…
Apr 29, 2024 · 1 h 5 min
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Head of Groq Cloud) they discuss…
Apr 18, 2024 · 1 h 18 min
Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad GerstnerOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss The Great IPO Debate, Tesla Robotaxi vs…
Apr 4, 2024 · 1 h 8 min
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & MoreOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI…
Mar 21, 2024 · 1 h 27 min
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob MylodOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com &…
Mar 7, 2024 · 1 h 4 min
Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market UpdateOpen 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…
Feb 22, 2024 · 1 h 22 min
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03Open 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…
Feb 8, 2024 · 1 h 25 min
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02Open 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…
Jan 25, 2024 · 1 h 10 min
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 | E01The rumors were true. Enjoy another Episode of Bg2. ____________________________________ (0:00) Introduction and discussion on current market trends (3:12) Main topic: AI and its…