Episodes

bg2 · Jun 11, 2026 · 1:20:47

ChatGPT – The Super Assistant Era | BG2 Guest Interview

bg2 · Mar 15, 2026 · 1:03:40

AI Enterprise - Databricks & Glean | BG2 Guest Interview

bg2 · Dec 23, 2025 · 45:00

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

bg2 · Oct 31, 2025 · 1:14:20

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

bg2 · Oct 14, 2025 · 1:01:49

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

bg2 · Sep 26, 2025 · 1:44:14

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview

bg2 · Sep 11, 2025 · 1:08:57

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

bg2 · Aug 28, 2025 · 1:06:32

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

bg2 · Jul 31, 2025 · 1:04:20

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

bg2 · Jul 10, 2025 · 1:18:35

Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Jun 21, 2025 · 21:36

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2

bg2 · Jun 20, 2025 · 1:01:16

China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Jun 5, 2025 · 1:01:11

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · May 22, 2025 · 1:16:27

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Apr 24, 2025 · 1:02:36

Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Apr 4, 2025 · 1:13:12

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT

bg2 · Mar 21, 2025 · 1:22:00

Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Mar 1, 2025 · 1:03:19

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Feb 5, 2025 · 1:14:07

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Jan 23, 2025 · 1:11:08

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Jan 11, 2025 · 1:23:11

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Dec 23, 2024 · 1:29:41

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Dec 12, 2024 · 1:24:41

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

bg2 · Nov 27, 2024 · 44:07

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Nov 21, 2024 · 1:03:11

Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball

bg2 · Oct 31, 2024 · 1:06:18

Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Oct 13, 2024 · 54:06

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Oct 13, 2024 · 1:21:13

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Sep 25, 2024 · 1:06:06

Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Sep 9, 2024 · 1:18:49

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Aug 9, 2024 · 1:25:51

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner

bg2 · Jul 25, 2024 · 1:17:37

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

bg2 · Jul 11, 2024 · 57:29

Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner

bg2 · Jun 22, 2024 · 1:01:55

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

bg2 · Jun 10, 2024 · 58:56

Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner

bg2 · May 16, 2024 · 1:01:23

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner

bg2 · Apr 29, 2024 · 1:05:06

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

bg2 · Apr 18, 2024 · 1:18:22

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

bg2 · Apr 4, 2024 · 1:08:29

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod

bg2 · Mar 21, 2024 · 1:26:55

Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update

bg2 · Mar 7, 2024 · 1:03:42

BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

bg2 · Feb 22, 2024 · 1:21:47

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02

bg2 · Feb 8, 2024 · 1:25:07

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

bg2 · Jan 25, 2024 · 1:09:40