- The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2Jun 11, 2026 · 1 hr 21 min · Ep 40With Gavin Baker, Andrew Fox
- ChatGPT – The Super Assistant Era | BG2 Guest InterviewMar 15, 2026 · 1 hr 4 minWith Nick Turley
- AI Enterprise - Databricks & Glean | BG2 Guest InterviewDec 23, 2025 · 45 minWith Ali Ghodsi, Arvind Jain
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad GerstnerOct 31, 2025 · 1 hr 14 minWith Sam Altman, Satya Nadella
- AI Bubble, Stablecoin Boom, and Running Down a Dream | BG2 w/ Bill Gurley and Brad GerstnerOct 14, 2025 · 1 hr 2 min
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad GerstnerSep 26, 2025 · 1 hr 44 minWith Jensen Huang
- Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest InterviewSep 11, 2025 · 1 hr 9 minWith Sherwin Wu, Olivier Godement
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad GerstnerAug 28, 2025 · 1 hr 7 min
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad GerstnerJul 31, 2025 · 1 hr 4 min · Ep 35With Sunny Madra, Sunny Madra
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2Jul 10, 2025 · 1 hr 19 min · Ep 34With Michael Dell
- Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad GerstnerJun 21, 2025 · 22 min · Ep 33With Kevin Weil
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2Jun 20, 2025 · 1 hr 1 min · Ep 33With Philippe Laffont, Thomas Laffont
- China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad GerstnerJun 5, 2025 · 1 hr 1 min · Ep 32
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad GerstnerMay 22, 2025 · 1 hr 16 min- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad GerstnerApr 24, 2025 · 1 hr 3 min · Ep 30
- Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad GerstnerApr 4, 2025 · 1 hr 13 min · Ep 29
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPTMar 21, 2025 · 1 hr 22 min · Ep 28
- Market Uncertainty, Tariffs, M&A, Wiz and GOOG, NVDA GTC | BG2 w/ Bill Gurley & Brad GerstnerMar 20, 2025 · 1 hr 22 min · Ep 28
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad GerstnerMar 1, 2025 · 1 hr 3 min · Ep 27
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad GerstnerFeb 5, 2025 · 1 hr 14 min · Ep 26
- Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad GerstnerJan 23, 2025 · 1 hr 11 min · Ep 25With Renee Haas
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad GerstnerJan 11, 2025 · 1 hr 23 min · Ep 24
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad GerstnerDec 23, 2024 · 1 hr 30 min · Ep 23With Dylan Patel
- Satya Nadella | BG2 w/ Bill Gurley & Brad GerstnerDec 12, 2024 · 1 hr 25 min · Ep 22With Satya Nadella
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest AmericaNov 27, 2024 · 44 min · Ep 21
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad GerstnerNov 21, 2024 · 1 hr 3 min · Ep 20
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin BallOct 31, 2024 · 1 hr 6 min · Ep 19With Jamin Ball
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad GerstnerOct 13, 2024 · 54 min · Ep 18With Sonny
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad GerstnerOct 13, 2024 · 1 hr 21 min · Ep 17With Jensen Huang
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad GerstnerSep 25, 2024 · 1 hr 6 min · Ep 16
- Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad GerstnerSep 9, 2024 · 1 hr 19 min · Ep 15With Maureen Zawalnyk
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad GerstnerAug 9, 2024 · 1 hr 26 min · Ep 14
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad GerstnerJul 25, 2024 · 1 hr 18 min · Ep 13
- Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad GerstnerJul 11, 2024 · 57 min · Ep 12
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad GerstnerJun 22, 2024 · 1 hr 2 min · Ep 11With Philippe Lafont
- Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad GerstnerJun 10, 2024 · 59 min · Ep 10
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad GerstnerMay 16, 2024 · 1 hr 1 min · Ep 9
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad GerstnerApr 29, 2024 · 1 hr 5 min · Ep 8With Son Deep Madra
- Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad GerstnerApr 18, 2024 · 1 hr 18 min · Ep 7
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & MoreApr 4, 2024 · 1 hr 8 min
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob MylodMar 21, 2024 · 1 hr 27 min · Ep 5With Bob Mylod
- Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market UpdateMar 7, 2024 · 1 hr 4 min · Ep 4
- BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03Feb 22, 2024 · 1 hr 22 min · Ep 3
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02Feb 8, 2024 · 1 hr 25 min · Ep 2With Aaron Levie
- 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 | E01Jan 25, 2024 · 1 hr 10 min · Ep 1
All 45 episodes loaded.