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BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
Apple Podcasts
Website
BG2Pod
Episodes
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
BG2Pod with Brad Gerstner and Bill Gurley
· October 15, 2026 · 1 hr 39 min
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
BG2Pod with Brad Gerstner and Bill Gurley
· June 11, 2026 · 1 hr 20 min
ChatGPT – The Super Assistant Era | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley
· March 15, 2026 · 1 hr 3 min
AI Enterprise - Databricks & Glean | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley
· December 23, 2025 · 45 min
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
· October 31, 2025 · 1 hr 14 min
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
· October 14, 2025 · 1 hr 1 min
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
· September 26, 2025 · 1 hr 44 min
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
BG2Pod with Brad Gerstner and Bill Gurley
· September 11, 2025 · 1 hr 8 min
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
· August 28, 2025 · 1 hr 6 min
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
· July 31, 2025 · 1 hr 4 min