BG2Pod with Brad Gerstner and Bill Gurley

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Previous Episodes

• NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner 26.09.2025
• Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview 12.09.2025
• China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner 29.08.2025
• China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner 31.07.2025
• Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 11.07.2025
• Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner 21.06.2025
• Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 20.06.2025
• China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner 06.06.2025
• AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner 22.05.2025
• Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner 25.04.2025
• Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner 04.04.2025
• NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT 21.03.2025
• Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner 02.03.2025
• DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner 06.02.2025
• Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner 23.01.2025
• Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner 11.01.2025
• AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner 23.12.2024
• Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner 12.12.2024
• BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America 27.11.2024
• Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner 21.11.2024