BG2Pod with Brad Gerstner and Bill Gurley

By BG2Pod

Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism... more

· Technology

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FAQs about BG2Pod with Brad Gerstner and Bill Gurley:

How many episodes does BG2Pod with Brad Gerstner and Bill Gurley have?

The podcast currently has 37 episodes available.

BG2Pod with Brad Gerstner and Bill Gurley episodes:

July 31, 2025 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(3:55) Open-Source Models in China
(17:54) Future of American Open-Source Models
(26:30) Compute Arms Race
(47:05) China, Tariffs, and Reordering of Global Trade

Show Notes:
Artificial Analysis - Intelligence vs. Price
Mary Meeker Bond Deck

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
...more
1h 5min
July 10, 2025 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(4:13) Lessons from the 90’s at Dell
(8:37) Invest America Act Signed Into Law
(27:12) Government Spending and Budget Deficit
(36:05) The AI Talent War
(46:25) AI's Role in Economic Growth and Productivity
(53:42) AI Compute–Explosion in Demand
(1:03:53) Market Check

Show Notes:
Invest America
Next Gen Personal Finance
Play Nice But Win: A CEO's Journey from Founder to Leader
Milken Institute: The Economic Impact of Invest America Accounts

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Michael Dell @MichaelDell

...more
1h 19min
June 21, 2025 Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2!

Show Notes:
Coatue EMW 2025 Slides

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley
Kevin Weil @kevinweil
BG2 Pod @bg2pod
...more
22min
June 20, 2025 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
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:
(00:00) Intro
(02:36) The AI Super Cycle
(07:47) Stablecoin & Cryptocurrency
(16:19) Consumer AI & Impact on $GOOG
(22:54) GPU Allocation v Cloud Revenue Market Share
(28:56) AI Impact on Macro + Debt
(35:20) Private Markets, IPO’s, M&A’s
(45:59) Golden Age of Margin Expansion
(51:48) Jevon’s Paradox
(53:19) Insights for Founders and CEOs

Show Notes:
Coatue EMW 2025 Slides

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
...more
1h 2min
June 05, 2025 China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(04:24) Pace of AI + Data Walls
(11:43) China's 1000 Startup Strategy
(26:18) Talent Acquisition and Immigration Policies
(36:24) Rare Earths, Chips / China Trade Deal
(53:46) Corporate Governance and Delaware Dilemna

Show Notes:
Reddit v. Anthropic
China’s “Thousand Startups Bloom”

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod

...more
1h 2min
May 22, 2025 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the overturning of the AI Diffusion Rule, Brad’s trip to the Middle East, Middle East Deals, China Tariffs, Reconciliation Bill, Invest America, Delaware Incorporation Rights, Momentum in Crypto, Open Source AI in China, & more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(02:02) AI Diffusion Rule and Middle East Deals
(20:31) China Tariff Deal
(31:10) Reconciliation Bill
(44:06) Invest America inclusion in the bill
(49:09) Delaware Incorporation Rights
(59:51) Major Momentum in Crypto
(01:06:28) Open Source AI in China

Show Notes:
WSJ - The Tech Industry Is Huge–and Europe’s Share of It Is Very Small
Welcome to the China Hawk Industrial Complex
China's Baidu to make latest Ernie AI model open-source as competition heats up
Lodestar Multipliers in Delaware and Federal Attorney Fee Awards

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod
...more
1h 17min
April 24, 2025 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth ban, DeepSeek, Tesla, & more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(02:15) Complex Systems
(06:00) Tariff Negotiations & Free Trade
(23:19) Export Controls: AI War, H20 & Rare Earth Ban
(42:29) New AI Cold War & Zero Sum Game
(52:37) $TSLA & Market Check

Show Notes:
Financial Times - US rare earth champion faces trade war test after tariffs halt China sales
CNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts
Project Syndicate - Trump’s $16 Trillion Trade Blind Spot
NYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)
Ezra Klein Podcast feat. Thomas Friedman
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
Reuters - China hits back at US tariffs with export controls on key rare earths
NYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to China

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
...more
1h 3min
April 04, 2025 Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(02:20) Liberation Day & Tariffs
(19:18) US Open Source vs China Open Source
(34:34) OpenAI Fundraise
(52:25) Coreweave IPO & AI Demand
(01:04:03) Rumors on TikTok deal

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
...more
1h 14min
March 21, 2025 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(02:21) Market Uncertainty
(07:28) Globalism and Tariff Policies
(25:07) $GOOG Acquisition of Wiz + M&A Environment
(40:33) $NVDA Market Position
(55:37) Government Regulations & Impact on AI
(1:04:45) Consumer AI Demand
(1:10:33) AI Unit Economics

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
...more
1h 22min
March 20, 2025 Market Uncertainty, Tariffs, M&A, Wiz and GOOG, NVDA GTC | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(02:21) Market Uncertainty

(07:28) Globalism and Tariff Policies

(25:07) $GOOG Acquisition of Wiz + M&A Environment

(40:33) $NVDA Market Position

(55:37) Government Regulations & Impact on AI

(1:04:45) Consumer AI Demand

(1:10:33) AI Unit Economics

Available on Apple, Spotify, www.bg2pod.com

Follow:
Brad Gerstner @altcap
Bill Gurley https://x.com/bgurley
BG2 Pod @bg2pod
...more
1h 22min

FAQs about BG2Pod with Brad Gerstner and Bill Gurley:

How many episodes does BG2Pod with Brad Gerstner and Bill Gurley have?

The podcast currently has 37 episodes available.

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