Investors · new episode 15 Oct 2026
BG2Pod
Hosted by Brad Gerstner and Bill Gurley
Two investors on markets, tech and the late-stage money that moves them.
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- 45Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more15 Oct 2026 · 1h 40m▶Show page
About this episode
Can AI revenues justify the spending? Jensen Huang breaks down the biggest bottlenecks heading into 2027, the path to the singularity, open vs. closed models, and why he’s 99.99% optimistic about the decade ahead. Jensen joins Brad Gerstner and Clark Tang for their third BG2 conversation, recorded days after the Xi…
- 44The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG211 Jun 2026 · 1h 21mGavin BakerAtreides ManagementGoogle▶Show page
About this episode
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO? They unpack the major levers behind SpaceX’s next phase: Starship rapid reusability,…
- 43ChatGPT – The Super Assistant Era | BG2 Guest Interview15 Mar 2026 · 1h 4m▶Show page
About this episode
In this BG2 guest interview, Altimeter Partner Apoorv Agrawal sits down with Nick Turley of OpenAI for a deep dive into how ChatGPT became one of the fastest-growing products in history, and what comes next. They discuss how OpenAI thinks about retention and product metrics, why long-term engagement matters more than…
- 42AI Enterprise - Databricks & Glean | BG2 Guest Interview23 Dec 2025 · 45 minAli GhodsiArvind Jain▶Show page
About this episode
In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s actually working in enterprise AI, and what isn’t. They unpack why 95% of AI projects fail, why LLMs are rapidly commoditizing, and why durable…
- 41All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner31 Oct 2025 · 1h 14mSam AltmanSatya Nadella▶Show page
About this episode
Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAI–Microsoft partnership, how it unlocked massive scale in the cloud, and what it reveals about the future of…
- 40AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner14 Oct 2025 · 1h 2m▶Show page
About this episode
Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPve Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a bubble. They dive into the rise of…
- 39NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner26 Sept 2025 · 1h 44mSovereign AI▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories,…
- 38Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview11 Sept 2025 · 1h 9m▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how OpenAI is reshaping enterprise with Sherwin Wu, Head of Engineering OpenAI Platform, and Olivier Godement, Head of Product OpenAI Platform.…
- 37China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner28 Aug 2025 · 1h 7mAlibaba CloudXiaomi▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade, and what America must do…
- 36China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner31 Jul 2025 · 1h 4mMary Meeker▶Show page
About this episode
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…
- 35Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG210 Jul 2025 · 1h 19mMichael Dell▶Show page
About this episode
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…
- 34Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner21 Jun 2025 · 22 minKevin WeilCoatue▶Show page
About this episode
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…
- 33Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG220 Jun 2025 · 1h 1mCoatuePhilippe Laffont▶Show page
About this episode
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…
- 32China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner5 Jun 2025 · 1h 1m▶Show page
About this episode
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, &…
- 31AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner22 May 2025 · 1h 16m▶Show page
About this episode
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,…
- 30Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner24 Apr 2025 · 1h 3mJeffrey Sachs▶Show page
About this episode
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…
- 29Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner4 Apr 2025 · 1h 13m▶Show page
About this episode
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…
- 28NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT21 Mar 2025 · 1h 22m▶Show page
About this episode
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…
- 27Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner1 Mar 2025 · 1h 3m▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (01:40) Grok 3 (05:55) Grok’s…
- 26DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner5 Feb 2025 · 1h 14m▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests, Trump tariffs, open source, DOGE, & more. . Enjoy another episode of BG2! Timestamps: (00:00) Intro (03:20) DeepSeek & Open Source…
- 25Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner23 Jan 2025 · 1h 11mRene Haas▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (01:21) Stargate…
- 24Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner11 Jan 2025 · 1h 23mElon MuskSatya Nadella▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Brad’s public market predictions, AI enthusiasm and fears, interest rates, inflation, DOGE, federal budget analysis, big tech capex, scaling inference, Satya Nadella, Jensen Huang,…
- 23AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner23 Dec 2024 · 1h 30mGoogle▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers,…
- 22Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner12 Dec 2024 · 1h 25mSatya Nadella▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise…
- 21BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America27 Nov 2024 · 44 min▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter,…
- 20Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner21 Nov 2024 · 1h 3m▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws, the future of inference, AI memory and actions, National Full Self-Driving Regulations, FSD 13, Robotaxi and Waymo, Department of Government Efficiency (DOGE), &…
- 19Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball31 Oct 2024 · 1h 6mJamin Ball▶Show page
About this episode
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…
- 18Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner13 Oct 2024 · 54 minElon MuskSunny Madra▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's strategic positioning, the role of CUDA in the…
- 17Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner13 Oct 2024 · 1h 21m▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with Jensen scaling intelligence towards AGI, the…
- 16Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner25 Sept 2024 · 1h 6m▶Show page
About this episode
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy…
Who the show talks about
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.
