BG2Pod with Brad Gerstner and Bill Gurley

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2

June 20, 2025 · 1 h 1 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 welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. Enjoy another episode of BG2!

Timestamps:

() Intro

() The AI Super Cycle

() Stablecoin & Cryptocurrency

() Consumer AI & Impact on $GOOG

() GPU Allocation v Cloud Revenue Market Share

() AI Impact on Macro + Debt

() Private Markets, IPO’s, M&A’s

() Golden Age of Margin Expansion

() Jevon’s Paradox

() Insights for Founders and CEOs

Show Notes: