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Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Podcast: BG2Pod with Brad Gerstner and Bill Gurley (LS 51 · TOP 0.5% what is this?)
Episode: Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Pub date: 2025-06-20
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
The podcast and artwork embedded on this page are from BG2Pod, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Episode: Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Pub date: 2025-06-20
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
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
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
The podcast and artwork embedded on this page are from BG2Pod, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
View all episodes
By Wenbin Fang / Listen NotesPodcast: BG2Pod with Brad Gerstner and Bill Gurley (LS 51 · TOP 0.5% what is this?)
Episode: Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Pub date: 2025-06-20
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
The podcast and artwork embedded on this page are from BG2Pod, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Episode: Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Pub date: 2025-06-20
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
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
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
The podcast and artwork embedded on this page are from BG2Pod, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.