BG2Pod with Brad Gerstner and Bill Gurley

Podcasts · Technology

BG2Pod with Brad Gerstner and Bill Gurley

45 episodes · 6 with AI analysis

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

AI Intelligence · across all analyzed episodes

Topics · top 10

AI Agent Development×2GPU Resource AllocationAI Product Pricing StrategyUser Retention in AI ProductsProactive AI AssistantsAI-Powered Code GenerationAI Advertising ModelsTest-Time Compute ScalingAI Product Distribution PartnershipsAI Shopping Assistants

Analyzed Episodes

Mar 15, 2026

ChatGPT – The Super Assistant Era | BG2 Guest Interview

AI Agent DevelopmentGPU Resource AllocationAI Product Pricing Strategy
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Sep 26, 2025

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

Inference Scaling and Chain-of-ReasoningAccelerated Computing vs. General-Purpose ComputingNVIDIA's Extreme Co-Design Architecture
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Oct 14, 2025

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

AI Infrastructure CapEx Spending and Demand ValidationCircular Revenue Transactions and Financial TransparencyAI Regulation: State vs. Federal Preemption
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Dec 23, 2025

AI Enterprise - Databricks & Glean | BG2 Guest Interview

Enterprise AI adoption and deployment challengesLLM commoditization and competitive differentiationProprietary data as competitive moat in AI
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Oct 31, 2025

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

Microsoft-OpenAI Partnership RestructuringAI Compute Infrastructure InvestmentAGI Development Timeline
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Sep 11, 2025

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

OpenAI Enterprise PlatformForward Deployed EngineeringGPT-5 Development
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