1 h 40 PodcastBoard #11
BG2 Pod
Two investors on markets, capital and the AI buildout; the AI episodes are kept here.
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Best episodes
1 h 401 h 21The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
WithGavin Baker, Andrew Fox, Clark Tang
1 h 04ChatGPT – The Super Assistant Era | BG2 Guest Interview
WithNick Turley
1 h 14All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
WithSatya Nadella, Sam Altman
45 minAI Enterprise - Databricks & Glean | BG2 Guest Interview
WithAli Ghodsi, Arvind Jain
1 h 44NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
WithJensen Huang, Clark Tang
Latest
All 7 episodes
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Jensen Huang discusses AI's economic future, bottlenecks, and responsible growth with Bill Gurley.
HostsBill Gurley, Brad GerstnerGuestsJensen Huang (NVIDIA)
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
SpaceX's IPO potential and its emerging role as an AI hyperscaler are explored.
HostsBill Gurley, Brad GerstnerGuestsGavin Baker (Atreides Management), Andrew Fox (Atreides Management), Clark Tang (partner, Altimeter)
ChatGPT – The Super Assistant Era | BG2 Guest Interview
OpenAI details ChatGPT's growth and the shift to proactive AI 'super assistants'.
HostsBill Gurley, Brad GerstnerGuestsNick Turley (OpenAI)
AI Enterprise - Databricks & Glean | BG2 Guest Interview
Enterprise AI leaders reveal why most projects fail and where real value lies.
HostsBill Gurley, Brad GerstnerGuestsAli Ghodsi (CEO, Databricks), Arvind Jain (CEO, Glean)
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Microsoft and OpenAI leaders discuss the massive AI buildout and their strategic partnership.
HostsBill Gurley, Brad GerstnerGuestsSatya Nadella (CEO, Microsoft), Sam Altman (CEO, OpenAI)
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
AI's massive spending and stablecoins' rise are reshaping markets; hear Gurley's take.
HostsBill Gurley, Brad Gerstner
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
NVIDIA's CEO details the AI hardware race and its global economic impact.
HostsBill Gurley, Brad GerstnerGuestsJensen Huang (founder & CEO, NVIDIA), Clark Tang
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