27 Episodio

  1. Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner

    Pubblicato: 18/04/2024
  2. Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More

    Pubblicato: 04/04/2024
  3. Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod

    Pubblicato: 21/03/2024
  4. Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update

    Pubblicato: 07/03/2024
  5. BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

    Pubblicato: 22/02/2024
  6. BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

    Pubblicato: 08/02/2024
  7. BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01

    Pubblicato: 25/01/2024

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Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

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