Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
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Inspiring and encouraging daily thoughts on scripture and your walk with God, hosted by Ken Gurley.
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Anything that comes to mind! Cover art photo provided by Ben Ostrower on Unsplash: https://unsplash.com/@benostrower
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====== "Durmuş sözleri", "Hoş Habar", "Hoş Habar aýdymlary" - Türkmenistanda gürleýän esasy diller(12 den 19) / "Words of Life", ""Good News", "Gospel Songs" - The Major Languages Spoken in Turkemenistan ...
Turkmenistan Words of Life 2
===== "Durmuş sözleri", "Hoş Habar", "Hoş Habar aýdymlary" - Türkmenistanda gürleýän esasy diller(12 den 19) / "Слова жизни", "Благая весть", "Евангельские песни" - Основные языки, на которых говорят в Туркмении(№12 до №19) / "Words of Life", ""Good News", "Gospel Songs" - The Major Languages Spoken in Turkemenistan(No.12 to No.19) =====
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Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Brad’s public market predictions, AI enthusiasm and fears, interest rates, inflation, DOGE, federal budget analysis, big tech capex, scaling inference, Satya Nadella, Jensen Huang, Elon Musk, AI reasoning models, …
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01.08.25 Harmony in Convictions
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12.31 Yet, The Most Despised Word
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12.30.24 Mandate for the Miraculous
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AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers, the challenges of scaling AI pre-…
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12.19.24 Crosses and Crookedness
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12.18.24 Blessed and Highly Favored
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Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, I…
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12.10.24 Quit Worrying, Start Preparing
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12.06.24 Exiting Satan's Circus
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11.29.24 Suffering The Unknown Tongue
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BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America…
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Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws, the future of inference, AI memory and actions, National Full Self-Driving Regulations, FSD 13, Robotaxi and Waymo, Department of Government Efficiency (DOGE), & more. Enjoy another episode of BG2…
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11.19.24 When Prayer Doesn't Work
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11.12.24 Seven Powerful Choices
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11.11.24 Falling Is Not Failing
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11.01.24 Conquest at Hells Gates
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Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future…
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