BG2Pod with Brad Gerstner and Bill Gurley

Episodes

AI Enterprise - Databricks & Glean | BG2 Guest Interview

December 23, 2025

AI leaders argue LLMs are a commodity. Real value lies in proprietary data and unique applications, not the quest for superintelligence.

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

October 31, 2025

Microsoft CEO Satya Nadella & OpenAI CEO Sam Altman detail their landmark partnership, the massive compute build-out, and the future of AI.

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

October 14, 2025

Bill Gurley on AI bubble red flags, the risks of state AI regulation, stablecoin disruption, and his new career book before stepping back.

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

September 26, 2025

NVIDIA's CEO details the AI industrial revolution, driven by three scaling laws and extreme co-design, positioning NVIDIA as the key infrastructure partner.