Showing 1–50 of 66
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
BG2Pod with Brad Gerstner and Bill Gurley · Oct 15, 2026
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
All-In with Chamath, Jason, Sacks & Friedberg · Sep 17, 2026
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
All-In with Chamath, Jason, Sacks & Friedberg · Aug 8, 2026
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In with Chamath, Jason, Sacks & Friedberg · Jul 11, 2026
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
BG2Pod with Brad Gerstner and Bill Gurley · Jun 11, 2026
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
All-In with Chamath, Jason, Sacks & Friedberg · Jun 7, 2026
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
All-In with Chamath, Jason, Sacks & Friedberg · Jun 6, 2026
Where Brad Gerstner Is Investing Billions
TBPN · May 29, 2026
Blue Origin Explosion, Enterprise AI Hits Spending Limits, Dinosaur Market Booms | John Gruber, Ronak Malde, Zane Mountcastle, Jamie Cuffe, Kyle Kuzma, Brad Gerstner
TBPN · May 29, 2026
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
All-In with Chamath, Jason, Sacks & Friedberg · Apr 10, 2026
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
All-In with Chamath, Jason, Sacks & Friedberg · Mar 13, 2026
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
All-In with Chamath, Jason, Sacks & Friedberg · Feb 7, 2026
401(k) From Birth? Inside the “Trump Accounts” With Brad Gerstner
Prof G Markets · Dec 4, 2025
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
All-In with Chamath, Jason, Sacks & Friedberg · Nov 7, 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Oct 14, 2025
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
All-In with Chamath, Jason, Sacks & Friedberg · Oct 10, 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Sep 26, 2025
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Aug 28, 2025
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jul 31, 2025
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
BG2Pod with Brad Gerstner and Bill Gurley · Jul 10, 2025
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jun 21, 2025
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
BG2Pod with Brad Gerstner and Bill Gurley · Jun 20, 2025
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jun 5, 2025
Thiel Fellow Tuesday | Brad Gerstner, Delian Asparouhov + Raycho Raychev, AJ Piplica + Zach Shore
TBPN · May 27, 2025
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · May 22, 2025
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Apr 24, 2025
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Apr 4, 2025
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
BG2Pod with Brad Gerstner and Bill Gurley · Mar 21, 2025
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Mar 1, 2025
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Feb 5, 2025
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jan 23, 2025
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jan 11, 2025
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Dec 23, 2024
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Dec 12, 2024
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America
BG2Pod with Brad Gerstner and Bill Gurley · Nov 27, 2024
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Nov 21, 2024
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2024
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Oct 13, 2024
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Oct 13, 2024
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Sep 25, 2024
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Sep 9, 2024
Is Nvidia in Trouble? + Government Seeded Investment Accounts For Kids — ft. Brad Gerstner
Prof G Markets · Sep 5, 2024
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Aug 9, 2024
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jul 25, 2024
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jul 11, 2024
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jun 22, 2024
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Jun 10, 2024
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · May 16, 2024
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley · Apr 29, 2024