BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
February 22, 2024 · 1 h 22 min
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Show notes
Open 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 impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more. Enjoy another episode of Bg2.
Timestamps:
() Introduction
() Earnings / Inflation / Rates
() Impact of AI on Google / Meta
() Why not also MSFT/Apple/Amazon?
() Chips, Fabs, Future Compute Needs
Available on Apple, Spotify, www.linktr.ee/bg2pod
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @gurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2Pod
Shownotes:
TSMC founder Morris Chang on the evolution of the semiconductor industry
https://youtu.be/r_8XClnnvIk?si=rAylAfxpJa0kHiNv
#BillGurley #BradGerstner #BG2Pod