BG2Pod with Brad Gerstner and Bill Gurley

Latest Episodes:

Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner Jun 21, 2025

Show notes

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2!

Show Notes:

Coatue EMW 2025 Slides

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley

Kevin Weil @kevinweil
BG2 Pod @bg2pod

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 Jun 20, 2025

Show notes

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 CEOs

Show Notes:

Coatue EMW 2025 Slides

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner Jun 05, 2025

Show notes

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 Dilemna

Show Notes:

Reddit v. Anthropic

China’s “Thousand Startups Bloom”

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner May 22, 2025

Show notes

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 Small

Welcome to the China Hawk Industrial Complex

China's Baidu to make latest Ernie AI model open-source as competition heats up

Lodestar Multipliers in Delaware and Federal Attorney Fee Awards

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner Apr 24, 2025

Show notes

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 Check

Show Notes:

Financial Times - US rare earth champion faces trade war test after tariffs halt China sales

CNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts

Project Syndicate - Trump’s $16 Trillion Trade Blind Spot

NYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)

Ezra Klein Podcast feat. Thomas Friedman

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

Reuters - China hits back at US tariffs with export controls on key rare earths

NYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to China

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner Apr 04, 2025

Show notes

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 deal

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley
BG2 Pod @bg2pod

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT Mar 21, 2025

Show notes

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 Economics

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner Mar 01, 2025

Show notes

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 Warriors

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner Feb 05, 2025

Show notes

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 Uncertainty

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner Jan 23, 2025

Show notes

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