54 subscribers
Player FM ऐप के साथ ऑफ़लाइन जाएं!
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
Manage episode 441800141 series 3555190
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 another episode of BG2.
Timestamps:
(00:00) Intro
(00:36) The U.S. Nuclear Renaissance
(08:15) AI Fast and Furious
(11:19) OpenAI Strawberry o1
(17:15) Inference Constraints
(20:18) Open AI Breaking Out
(35:00) State of VC
(43:52) “Quasi-Public Companies”
(48:32) Liquidity / IPOs
(58:41) Tech Market Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
24 एपिसोडस
Manage episode 441800141 series 3555190
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 another episode of BG2.
Timestamps:
(00:00) Intro
(00:36) The U.S. Nuclear Renaissance
(08:15) AI Fast and Furious
(11:19) OpenAI Strawberry o1
(17:15) Inference Constraints
(20:18) Open AI Breaking Out
(35:00) State of VC
(43:52) “Quasi-Public Companies”
(48:32) Liquidity / IPOs
(58:41) Tech Market Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
24 एपिसोडस
सभी एपिसोड
×1 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner 1:23:11
1 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner 1:29:41
1 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner 1:24:41
1 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America 44:07
1 Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner 1:03:11
1 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball 1:06:18
1 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner 54:06
1 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner 1:21:13
1 Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner 1:06:06
1 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner 1:18:49
1 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner 1:25:51
1 Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner 1:17:37
1 Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner 57:29
1 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner 1:01:55
1 Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner 58:56
प्लेयर एफएम में आपका स्वागत है!
प्लेयर एफएम वेब को स्कैन कर रहा है उच्च गुणवत्ता वाले पॉडकास्ट आप के आनंद लेंने के लिए अभी। यह सबसे अच्छा पॉडकास्ट एप्प है और यह Android, iPhone और वेब पर काम करता है। उपकरणों में सदस्यता को सिंक करने के लिए साइनअप करें।