70 min listen
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
ratings:
Length:
82 minutes
Released:
Feb 22, 2024
Format:
Podcast episode
Description
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more. Enjoy another episode of Bg2.
Timestamps:
(0:00) Introduction
(3:14) Earnings / Inflation / Rates
(10:16) Impact of AI on Google / Meta
(32:47) Why not also MSFT/Apple/Amazon?
(57:06) Chips, Fabs, Future Compute Needs
Available on Apple, Spotify, www.linktr.ee/bg2pod
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @gurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2Pod
Shownotes:
TSMC founder Morris Chang on the evolution of the semiconductor industry
https://youtu.be/r_8XClnnvIk?si=rAylAfxpJa0kHiNv
#BillGurley #BradGerstner #BG2Pod
Timestamps:
(0:00) Introduction
(3:14) Earnings / Inflation / Rates
(10:16) Impact of AI on Google / Meta
(32:47) Why not also MSFT/Apple/Amazon?
(57:06) Chips, Fabs, Future Compute Needs
Available on Apple, Spotify, www.linktr.ee/bg2pod
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @gurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2Pod
Shownotes:
TSMC founder Morris Chang on the evolution of the semiconductor industry
https://youtu.be/r_8XClnnvIk?si=rAylAfxpJa0kHiNv
#BillGurley #BradGerstner #BG2Pod
Released:
Feb 22, 2024
Format:
Podcast episode
Titles in the series (8)
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01 by BG2Pod with Brad Gerstner and Bill Gurley