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On the show
From 10 epsHosts
Recent guests
Recent episodes
ChatGPT – The Super Assistant Era | BG2 Guest Interview
Mar 15, 2026
1h 03m 40s
AI Enterprise - Databricks & Glean | BG2 Guest Interview
Dec 23, 2025
45m 00s
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Oct 31, 2025
1h 14m 20s
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
Oct 14, 2025
1h 01m 49s
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Sep 26, 2025
1h 44m 14s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 3/15/26 | ChatGPT – The Super Assistant Era | BG2 Guest Interview✨ | AI assistantsChatGPT+4 | Nick Turley | ChatGPTOpenAI+1 | — | ChatGPTAI assistants+6 | — | 1h 03m 40s | |
| 12/23/25 | AI Enterprise - Databricks & Glean | BG2 Guest Interview✨ | enterprise AIAI project failures+4 | Ali GhodsiArvind Jain | AILLMs+8 | — | AI projectsenterprise AI+5 | — | 45m 00s | |
| 10/31/25 | All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner✨ | AI developmentMicrosoft and OpenAI partnership+5 | Satya NadellaSam Altman | MicrosoftOpenAI+2 | — | AIMicrosoft+5 | — | 1h 14m 20s | |
| 10/14/25 | AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner✨ | AI buildoutstablecoins+4 | Bill Gurley | Runnin' Down a DreamMicrosoft+9 | ColoradoCalifornia | AI bubblestablecoin boom+5 | — | 1h 01m 49s | |
| 9/26/25 | NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner✨ | AINVIDIA+5 | Jensen Huang | NVIDIAOpenAI+3 | ChinaAmerica | NVIDIAOpenAI+6 | — | 1h 44m 14s | |
| 9/11/25 | Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview✨ | OpenAI EnterpriseAI in business+4 | Apoorv AgrawalSherwin Wu+1 | OpenAIT-Mobile+3 | — | OpenAIGPT-5+5 | — | 1h 08m 57s | |
| 8/28/25 | China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner✨ | China's tech innovationAI development+5 | Bill Gurley | OpenAIAnthropic+5 | ChinaUnited States | Chinatechnology+5 | — | 1h 06m 32s | |
| 7/31/25 | China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner✨ | open-source modelsChina+5 | Bill Gurley | BG2PodApple+2 | — | open-sourceChina+5 | — | 1h 04m 20s | |
| 7/10/25 | Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2✨ | Invest America ActAI Talent War+5 | Michael Dell | Invest America ActNext Gen Personal Finance+1 | — | Invest America ActAI Talent War+5 | — | 1h 18m 35s | |
| 6/21/25 | Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner✨ | OpenAIChatGPT+4 | Kevin Weil | OpenAICoatue+3 | — | OpenAIChatGPT+5 | — | 21m 36s | |
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| 6/20/25 | Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:36) The AI Super Cycle(07:47) Stablecoin & Cryptocurrency(16:19) Consumer AI & Impact on $GOOG(22:54) GPU Allocation v Cloud Revenue Market Share(28:56) AI Impact on Macro + Debt(35:20) Private Markets, IPO’s, M&A’s(45:59) Golden Age of Margin Expansion(51:48) Jevon’s Paradox(53:19) Insights for Founders and CEOsShow Notes:Coatue EMW 2025 SlidesProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod | — | ||||||
| 6/5/25 | China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(04:24) Pace of AI + Data Walls(11:43) China's 1000 Startup Strategy(26:18) Talent Acquisition and Immigration Policies(36:24) Rare Earths, Chips / China Trade Deal(53:46) Corporate Governance and Delaware DilemnaShow Notes:Reddit v. AnthropicChina’s “Thousand Startups Bloom”Produced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod | — | ||||||
| 5/22/25 | AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the overturning of the AI Diffusion Rule, Brad’s trip to the Middle East, Middle East Deals, China Tariffs, Reconciliation Bill, Invest America, Delaware Incorporation Rights, Momentum in Crypto, Open Source AI in China, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:02) AI Diffusion Rule and Middle East Deals(20:31) China Tariff Deal (31:10) Reconciliation Bill(44:06) Invest America inclusion in the bill(49:09) Delaware Incorporation Rights(59:51) Major Momentum in Crypto(01:06:28) Open Source AI in China Show Notes:WSJ - The Tech Industry Is Huge–and Europe’s Share of It Is Very SmallWelcome to the China Hawk Industrial ComplexChina's Baidu to make latest Ernie AI model open-source as competition heats upLodestar Multipliers in Delaware and Federal Attorney Fee AwardsProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod | — | ||||||
| 4/24/25 | Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth ban, DeepSeek, Tesla, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:15) Complex Systems(06:00) Tariff Negotiations & Free Trade(23:19) Export Controls: AI War, H20 & Rare Earth Ban(42:29) New AI Cold War & Zero Sum Game(52:37) $TSLA & Market CheckShow Notes:Financial Times - US rare earth champion faces trade war test after tariffs halt China salesCNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: AnalystsProject Syndicate - Trump’s $16 Trillion Trade Blind SpotNYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)Ezra Klein Podcast feat. Thomas FriedmanJohn Mearsheimer and Jeffrey Sachs | All-In Summit 2024Reuters - China hits back at US tariffs with export controls on key rare earthsNYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to ChinaProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod | — | ||||||
| 4/4/25 | Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:20) Liberation Day & Tariffs(19:18) US Open Source vs China Open Source(34:34) OpenAI Fundraise(52:25) Coreweave IPO & AI Demand(01:04:03) Rumors on TikTok dealProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod | — | ||||||
| 3/21/25 | NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:21) Market Uncertainty(07:28) Globalism and Tariff Policies(25:07) $GOOG Acquisition of Wiz + M&A Environment (40:33) $NVDA Market Position(55:37) Government Regulations & Impact on AI(1:04:45) Consumer AI Demand(1:10:33) AI Unit EconomicsProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod | — | ||||||
| 3/1/25 | Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:40) Grok 3(05:55) Grok’s Leverage of X Platform(07:25) AI Consumer Market & SEO(23:04) AI Memory(26:15) AI Voice(29:05) Future AI Assets(33:29) AI Acceleration in China(36:09) Regulatory Challenges(37:46) AI CapEx and Investing Dynamics(48:38) Government Spending + DOGE(1:00:51) Golden State WarriorsProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod | — | ||||||
| 2/5/25 | DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests, Trump tariffs, open source, DOGE, & more. . Enjoy another episode of BG2!Timestamps:(00:00) Intro(03:20) DeepSeek & Open Source(37:03) Trump Tariffs(50:31) DOGE(01:04:19) Tech and Political UncertaintyProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod | — | ||||||
| 1/23/25 | Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:21) Stargate(15:07) Dylan Patel and Semianalysis take on Stargate(17:56) Stargate’s Impact on AI Competitive Landscape(29:03) DeepSeek(32:03) Special Guest Rene Haas (CEO of ARM Holdings)(49:46) DeepSeek continued(51:53) Trumps Executive Orders & Regulatory Freeze(54:10) Coordination in AI Legistlation(59:38) US National Debt and Balancing the Budget(1:01:08) TikTok(1:05:48) Tech CheckProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyRene Haas @renehaas237BG2 Pod @bg2pod https://x.com/BG2Pod | — | ||||||
| 1/11/25 | Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Brad’s public market predictions, AI enthusiasm and fears, interest rates, inflation, DOGE, federal budget analysis, big tech capex, scaling inference, Satya Nadella, Jensen Huang, Elon Musk, AI reasoning models, chain of thought, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:58) Frontline Ideas for 2025(07:02) The Bogeyman (Interest Rates and Inflation)(09:21) Mega Cap Valuations & Expectations(14:02) Big Tech CapEx(16:51) Scaling Inference(20:11) Future of AI(39:50) Role of Power in AI Development(42:58) Interest Rates & Economic Growth(45:11) Federal Spending & DOGE(54:15) Regulatory Landscape for AI(01:01:27) Co-opetition in AI(01:17:06) Reasoning Models & Chain of ThoughtProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod | — | ||||||
| 12/23/24 | AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers, the challenges of scaling AI pre-training, synthetic data generation, hyperscaler capital expenditures, the paradox of building bigger clusters despite claims that pretraining is obsolete, inference-time compute, NVIDIA's comparison to Cisco, evolving memory technology, chip competition, future predictions, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:50) Dylan Patel Backstory(02:36) SemiAnalysis Backstory(04:18) Google's AI Workload(06:58) NVIDIA's Edge(10:59) NVIDIA's Incremental Differentiation(13:12) Potential Vulnerabilities for NVIDIA(17:18) The Shift to GPUs: What It Means for Data Centers(22:29) AI Pre-training Scaling Challenges(29:43) If Pretraining Is Dead, Why Bigger Clusters?(34:00) Synthetic Data Generation(36:26) Hyperscaler CapEx(38:12) Pre-training and Inference-tIme Reasoning(41:00) Cisco Comparison to NVIDIA(44:11) Inference-time Compute(53:18) The Future of AI Models and Market Dynamics(01:00:58) Evolving Memory Technology(01:06:46) Chip Competition(01:07:18) AMD(01:10:35) Google’s TPU(01:14:51) Amason’s Tranium(01:17:33) Predictions for 2025 and 2026Produced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyDylan Patel @dylan522pBG2 Pod @bg2pod | — | ||||||
| 12/12/24 | Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, Infinite Memory, CoPilot, Microsoft’s Capital Expenditure, Open AI’s future, AI safety & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(01:31) Becoming Microsoft CEO(06:42) Satya’s Memo to CEO Committee(10:42) Satya’s Advantage as a CEO(11:34) Advice for CEOs(15:01) Microsoft’s Investment in OpenAI(19:42) AI Arms Race(23:55) Legacy Search and Consumer AI(28:07) The Future of AI Agents(38:32) Near-Infinite Memory(39:47) Copilot Approach to AI Adoption(50:26) Leveraging AI within Microsoft(56:03) CapX(01:00:20) The Cost of Model Scaling and Inference(01:15:15) Open AI Conversion to Profit(01:18:05) Next Steps for OpenAI(01:19:43) Open vs. Closed and Safe AIProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod#BillGurley #BradGerstner #Bg2Pod | — | ||||||
| 11/27/24 | BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America, & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(01:40) Innovation in China & U.S. Competitiveness(05:43) DOGE & Balancing the Budget(10:43) Service Titan IPO & “Compounding Ratchet”(15:36) Gov Newsom Attack on Tesla(18:33) FedNow + Innovations in Payment Systems(23:44) Tariffs as Negotiation Tactics(27:36) Anthropic Open Source AI(30:39) Warren Buffett's Philanthropy(40:06) Invest AmericaProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod#BillGurley #BradGerstner #Bg2Pod | — | ||||||
| 11/21/24 | Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws, the future of inference, AI memory and actions, National Full Self-Driving Regulations, FSD 13, Robotaxi and Waymo, Department of Government Efficiency (DOGE), & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(02:00) AI Scaling Laws(05:54) Implications of AI Scaling Trends(12:20) The Future of Inference and Data Quality(17:51) AI Memory and Actions(21:47) National Full Self-Driving Regulation(23:14) FSD 13(29:41) Market Disruption: Winners and Losers in the Auto Industry(31:18) The Future of OEM’s(40:41) Department of Government Efficiency (DOGE)(54:47) Tech Market CheckProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod#BillGurley #BradGerstner #Bg2Pod | — | ||||||
| 10/31/24 | Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball | Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future of AI and CapEx, the market’s reactions to the 2024 election, the evolution of search and AI integration, Nasa, SpaceX, & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(00:52) Bill’s Dad | from Nasa to SpaceX(06:20) State of VC and Incentives w/ Jamin Ball(12:31) Implications of Overcapitalization(25:08) The Future of Power Law Returns(38:28) The Impact of AI on Investment Strategies(46:00) Future of AI and Capital Expenditure(52:21) Market Reactions to 2024 Election(01:00:45) Evolution of Search and AI IntegrationProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2podJamin Ball @jaminballShownotes Clouded Judgement Substack#BillGurley #BradGerstner #Bg2Pod | — | ||||||
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