Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Crowdstrike, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(01:38) The Perceived Political Realignment in Silicon Valley

(18:02) Engagement Between Silicon Valley and Washington

(27:21) Meta's Open Source Strategy (405b)

(47:37) Post-Mortem on the COVID-19 Pandemic

(58:37) Wiz IPO and Acquisitions

(01:03:37) The Impact of AI on Self-Driving Cars

(01:10:33) Lessons from the CrowdStrike Incident

(01:16:11) Spotify's Success under Daniel Ek 

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

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Shownotes

Open Source AI Is the Path Forward - Letter by Mark Zuckerberg

Misha Laskin on Training Data Podcast

Freda Duan tweet on self-driving cars in China

Dr. Jay Bhattacharya on Tetragrammaton with Rick Rubin

#BillGurley #BradGerstner #Bg2Pod