Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future of AI and CapEx, the market’s reactions to the 2024 election, the evolution of search and AI integration, Nasa, SpaceX, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(00:52) Bill’s Dad | from Nasa to SpaceX

(06:20) State of VC and Incentives w/ Jamin Ball

(12:31) Implications of Overcapitalization

(25:08) The Future of Power Law Returns

(38:28) The Impact of AI on Investment Strategies

(46:00) Future of AI and Capital Expenditure

(52:21) Market Reactions to 2024 Election

(01:00:45) Evolution of Search and AI Integration

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

Jamin Ball @jaminball⁠

Shownotes 

Clouded Judgement Substack

#BillGurley #BradGerstner #Bg2Pod