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BG2Pod with Brad Gerstner and Bill Gurley
Podcast · Technology

BG2Pod with Brad Gerstner and Bill Gurley 

44 episodes available · plays inline · no app required
  1. The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
    Jun 11, 2026 ·01:20:47
  2. ChatGPT – The Super Assistant Era | BG2 Guest Interview
    Mar 15, 2026 ·01:03:40
  3. AI Enterprise - Databricks & Glean | BG2 Guest Interview
    Dec 23, 2025 ·00:45:00
  4. All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
    Oct 31, 2025 ·01:14:20
  5. AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
    Oct 14, 2025 ·01:01:49
  6. NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
    Sep 26, 2025 ·01:44:14
  7. Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
    Sep 11, 2025 ·01:08:57
  8. China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
    Aug 28, 2025 ·01:06:32
  9. China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
    Jul 31, 2025 ·01:04:20
  10. Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
    Jul 10, 2025 ·01:18:35
  11. Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
    Jun 21, 2025 ·00:21:36
  12. Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
    Jun 20, 2025 ·01:01:16
  13. China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
    Jun 5, 2025 ·01:01:11
  14. AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
    May 22, 2025 ·01:16:27
  15. Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
    Apr 24, 2025 ·01:02:36
  16. Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
    Apr 4, 2025 ·01:13:12
  17. NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
    Mar 21, 2025 ·01:22:00
  18. Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
    Mar 1, 2025 ·01:03:19
  19. DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
    Feb 5, 2025 ·01:14:07
  20. Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
    Jan 23, 2025 ·01:11:08
  21. Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
    Jan 11, 2025 ·01:23:11
  22. AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
    Dec 23, 2024 ·01:29:41
  23. Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
    Dec 12, 2024 ·01:24:41
  24. BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America
    Nov 27, 2024 ·00:44:07
  25. Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
    Nov 21, 2024 ·01:03:11
  26. Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
    Oct 31, 2024 ·01:06:18
  27. Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
    Oct 13, 2024 ·00:54:06
  28. Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
    Oct 13, 2024 ·01:21:13
  29. Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
    Sep 25, 2024 ·01:06:06
  30. Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
    Sep 9, 2024 ·01:18:49
  31. Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
    Aug 9, 2024 ·01:25:51
  32. Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
    Jul 25, 2024 ·01:17:37
  33. Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
    Jul 11, 2024 ·00:57:29
  34. Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
    Jun 22, 2024 ·01:01:55
  35. Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
    Jun 10, 2024 ·00:58:56
  36. Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner
    May 16, 2024 ·01:01:23
  37. Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
    Apr 29, 2024 ·01:05:06
  38. Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner
    Apr 18, 2024 ·01:18:22
  39. Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
    Apr 4, 2024 ·01:08:29
  40. Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
    Mar 21, 2024 ·01:26:55
  41. Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update
    Mar 7, 2024 ·01:03:42
  42. BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
    Feb 22, 2024 ·01:21:47
  43. BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
    Feb 8, 2024 ·01:25:07
  44. 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 | E01
    Jan 25, 2024 ·01:09:40
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