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BG2Pod with Brad Gerstner and Bill Gurley
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Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner

1 tim 6 min•25 september 2024

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

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