Ep16. Nuclear Update, AI Fast & Furious, State Of VC | BG2 W/ Bill Gurley & Brad Gerstner BG2Pod With Brad Gerstner And Bill Gurley podcast

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Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner

27d ago 1:06:06

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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.

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(00:36) The U.S. Nuclear Renaissance

(08:15) AI Fast and Furious

(11:19) OpenAI Strawberry o1

(17:15) Inference Constraints

(20:18) Open AI Breaking Out

(35:00) State of VC

(43:52) “Quasi-Public Companies”

(48:32) Liquidity / IPOs

(58:41) Tech Market Check

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

… continue reading

18 episoder

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Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

41 subscribers

published 27d ago

Del

MP3•Episode hjem

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.

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(00:36) The U.S. Nuclear Renaissance

(08:15) AI Fast and Furious

(11:19) OpenAI Strawberry o1

(17:15) Inference Constraints

(20:18) Open AI Breaking Out

(35:00) State of VC

(43:52) “Quasi-Public Companies”

(48:32) Liquidity / IPOs

(58:41) Tech Market Check

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

… continue reading

18 episoder

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