Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

Indhold leveret af BG2Pod. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BG2Pod eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

4M ago 58:56

MP3•Episode hjem

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the late-stage market, the importance of capitalism and immigration for the future of the United States, and more. Enjoy another episode of Bg2.

Timestamps:

(00:00) Intro

(02:16) Letter from Brad’s Mom

(07:28) The Changing Landscape of the Pre-IPO Market

(24:50) AI Hype Cycle

(33:19) Is Software Dead?

(37:03) The Impact of Excess Capital in the Late-Stage Market

(42:18) How AI Spending Affects Investments

(54:52) Opportunities for Investments in the Public Markets

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

18 episoder

#Tech #BG2Pod