BG2Pod with Brad Gerstner and Bill Gurley

Episodes

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

June 11, 2026

Breaking down the SpaceX IPO's key drivers: launch, Starlink, and the surprise emergence of a dominant AI compute business. Plus, a market check.

ChatGPT – The Super Assistant Era | BG2 Guest Interview

March 15, 2026

OpenAI's Nick Turley on ChatGPT's path to 900M weekly users, the 'Super Assistant' vision, and the strategy to onboard the next billion.

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.