Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
September 25, 2024 · 1 h 6 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 private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy another episode of BG2.
Timestamps:
() Intro
() The U.S. Nuclear Renaissance
() AI Fast and Furious
() OpenAI Strawberry o1
() Inference Constraints
() Open AI Breaking Out
() State of VC
() “Quasi-Public Companies”
() Liquidity / IPOs
() Tech Market Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod