# BG2Pod with Brad Gerstner and Bill Gurley

A podcast by BG2Pod. Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

Feed: https://anchor.fm/s/f06c2370/podcast/rss

## Latest episodes

- [Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more](https://invisiblenetwork.ai/podcast/1727278168/ae592d48b992) (2026-10-15, 100 min): audio https://anchor.fm/s/f06c2370/podcast/play/127499364/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-9-15%2F434203331-44100-2-dec3db8a7fb56.mp3
- [The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2](https://invisiblenetwork.ai/podcast/1727278168/f9bd6df3d838) (2026-06-11, 81 min): audio https://anchor.fm/s/f06c2370/podcast/play/121360299/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-11%2F425982296-44100-2-4d95be006e693.mp3
- [ChatGPT – The Super Assistant Era | BG2 Guest Interview](https://invisiblenetwork.ai/podcast/1727278168/f0df2168275d) (2026-03-15, 64 min): audio https://anchor.fm/s/f06c2370/podcast/play/116939990/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-15%2F420059967-44100-2-ebfd9ae9acf2d.mp3
- [AI Enterprise - Databricks & Glean | BG2 Guest Interview](https://invisiblenetwork.ai/podcast/1727278168/803208badbe6) (2025-12-23, 45 min): audio https://anchor.fm/s/f06c2370/podcast/play/113053794/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-23%2F414923022-44100-2-f607e6fd540c.mp3
- [All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/8a2026fd2a9d) (2025-10-31, 75 min): audio https://anchor.fm/s/f06c2370/podcast/play/110515051/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-9-31%2F410367997-44100-2-3f02228502e34.mp3
- [AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/7166b84a4b3d) (2025-10-14, 62 min): audio https://anchor.fm/s/f06c2370/podcast/play/109686792/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-9-14%2F409281542-44100-2-9c784bfbcad1f.mp3
- [NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/74c3f9bc43d4) (2025-09-26, 105 min): audio https://anchor.fm/s/f06c2370/podcast/play/108829211/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-8-26%2F408167502-44100-2-fa4176ea253c7.mp3
- [Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview](https://invisiblenetwork.ai/podcast/1727278168/5c0e0ee35596) (2025-09-11, 69 min): audio https://anchor.fm/s/f06c2370/podcast/play/108180383/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-8-11%2F407333188-44100-2-940cc3f8fbfd7.mp3
- [China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/270218b8e9f8) (2025-08-28, 67 min): audio https://anchor.fm/s/f06c2370/podcast/play/107501434/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-7-28%2F406480353-44100-2-5182b41eca3b5.mp3
- [China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/dcc672d874ba) (2025-07-31, 65 min): audio https://anchor.fm/s/f06c2370/podcast/play/106264046/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-6-31%2F404892189-44100-2-2714b09af82f.mp3
- [Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2](https://invisiblenetwork.ai/podcast/1727278168/a5b769a358a3) (2025-07-10, 79 min): audio https://anchor.fm/s/f06c2370/podcast/play/105339114/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-6-10%2F403705236-44100-2-4dba74e47569e.mp3
- [Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/2c41766504db) (2025-06-21, 22 min): audio https://anchor.fm/s/f06c2370/podcast/play/104449183/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-5-21%2F402567199-44100-2-7fbc9f5ed0ec.mp3
- [Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2](https://invisiblenetwork.ai/podcast/1727278168/164c03f8ad07) (2025-06-20, 62 min): audio https://anchor.fm/s/f06c2370/podcast/play/104386105/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-5-20%2F402487819-44100-2-33b23ee63ef5d.mp3
- [China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/cf9cb22f71b4) (2025-06-05, 62 min): audio https://anchor.fm/s/f06c2370/podcast/play/103731634/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-5-6%2F401667330-44100-2-34e123ff7db0a.mp3
- [AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/ef7201366c68) (2025-05-22, 77 min): audio https://anchor.fm/s/f06c2370/podcast/play/103052855/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-4-22%2F400807908-44100-2-cf2f2e98155c8.mp3
- [Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/10919a91b58a) (2025-04-24, 63 min): audio https://anchor.fm/s/f06c2370/podcast/play/101745560/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-3-24%2F399039873-44100-2-bc18d279cc587.mp3
- [Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/030f03b14ea7) (2025-04-04, 74 min): audio https://anchor.fm/s/f06c2370/podcast/play/100815952/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-3-4%2F397793428-44100-2-3f1a236ae82f7.mp3
- [NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT](https://invisiblenetwork.ai/podcast/1727278168/deca5d53198f) (2025-03-21, 82 min): audio https://anchor.fm/s/f06c2370/podcast/play/100159553/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-2-21%2F396960554-44100-2-e13674d66c85c.mp3
- [Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/5faf62358a98) (2025-03-01, 64 min): audio https://anchor.fm/s/f06c2370/podcast/play/99230003/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-2-1%2F395791477-44100-2-159d6ad8713b9.mp3
- [DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/a5976ba57ecc) (2025-02-05, 75 min): audio https://anchor.fm/s/f06c2370/podcast/play/98086858/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-1-5%2F394364514-44100-2-02180c252080b.mp3
- [Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/55faff84a073) (2025-01-23, 72 min): audio https://anchor.fm/s/f06c2370/podcast/play/97479769/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-0-23%2F393608661-44100-2-b2ff91209cd34.mp3
- [Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/1a4e83e6fe2f) (2025-01-11, 84 min): audio https://anchor.fm/s/f06c2370/podcast/play/96886929/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-0-11%2F392874492-44100-2-6581dbd753efb.mp3
- [AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/ffa3c456eb29) (2024-12-23, 90 min): audio https://anchor.fm/s/f06c2370/podcast/play/96203958/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-11-23%2F392027862-44100-2-8b06afd5af96c.mp3
- [Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/2c2b08370f8d) (2024-12-12, 85 min): audio https://anchor.fm/s/f06c2370/podcast/play/95724716/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-11-12%2F391426244-44100-2-6b87de27506e4.mp3
- [BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America](https://invisiblenetwork.ai/podcast/1727278168/2fa0062e4e76) (2024-11-27, 45 min): audio https://anchor.fm/s/f06c2370/podcast/play/95053013/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-10-27%2F390595886-44100-2-fcce8e423d71.mp3
- [Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/0d0e6bcb5bdd) (2024-11-21, 64 min): audio https://anchor.fm/s/f06c2370/podcast/play/94770526/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-10-21%2F390245366-44100-2-588a3c959944c.mp3
- [Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball](https://invisiblenetwork.ai/podcast/1727278168/57639608f19e) (2024-10-31, 67 min): audio https://anchor.fm/s/f06c2370/podcast/play/93801489/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-9-31%2F389045179-44100-2-489278ade6f36.mp3
- [Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/778cb4053f12) (2024-10-13, 55 min): audio https://anchor.fm/s/f06c2370/podcast/play/92956916/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-9-13%2F387998864-44100-2-c6dd38e54b58d.mp3
- [Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/ac4e4ac92044) (2024-10-13, 82 min): audio https://anchor.fm/s/f06c2370/podcast/play/92954414/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-9-13%2F387997450-44100-2-e112e50cb1483.mp3
- [Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/9eef71b96b4f) (2024-09-25, 67 min): audio https://anchor.fm/s/f06c2370/podcast/play/92171076/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-8-25%2F387043258-44100-2-5412870f4c911.mp3
- [Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/d4142f89638f) (2024-09-09, 79 min): audio https://anchor.fm/s/f06c2370/podcast/play/91457358/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-8-9%2F386028062-44100-2-427b2f2cfcd96.mp3
- [Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/12f12e3e7c3b) (2024-08-09, 86 min): audio https://anchor.fm/s/f06c2370/podcast/play/90223469/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-7-9%2F384511807-44100-2-f45191a364565.mp3
- [Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/fb2987bd9aac) (2024-07-25, 78 min): audio https://anchor.fm/s/f06c2370/podcast/play/89643520/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-6-25%2F383798147-44100-2-9c378179d875d.mp3
- [Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/29203b9c4b51) (2024-07-11, 58 min): audio https://anchor.fm/s/f06c2370/podcast/play/89112579/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-6-11%2F383007242-44100-2-1ac13194174c1.mp3
- [Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/b038da26f30b) (2024-06-22, 62 min): audio https://anchor.fm/s/f06c2370/podcast/play/88336282/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-5-22%2F381373258-44100-2-50b26519b8f21.mp3
- [Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/5f440ca63c4a) (2024-06-10, 59 min): audio https://anchor.fm/s/f06c2370/podcast/play/87833831/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-5-10%2F380237561-44100-2-1886cf277d921.mp3
- [Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/8845596af199) (2024-05-16, 62 min): audio https://anchor.fm/s/f06c2370/podcast/play/86828575/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-4-16%2F377835093-44100-2-ddbfbd77edc6.mp3
- [Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/eb56a4923e87) (2024-04-29, 66 min): audio https://anchor.fm/s/f06c2370/podcast/play/86073121/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-3-29%2F375985668-44100-2-8f1cc022dffa7.mp3
- [Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner](https://invisiblenetwork.ai/podcast/1727278168/4cd902cbafb1) (2024-04-18, 79 min): audio https://anchor.fm/s/f06c2370/podcast/play/85598350/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-3-18%2F374776083-44100-2-647d47c515df1.mp3
- [Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More](https://invisiblenetwork.ai/podcast/1727278168/072b873be286) (2024-04-04, 69 min): audio https://anchor.fm/s/f06c2370/podcast/play/84971064/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-3-4%2F373231855-44100-2-ec1231cc9113d.mp3
- [Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod](https://invisiblenetwork.ai/podcast/1727278168/572e29276d64) (2024-03-21, 87 min): audio https://anchor.fm/s/f06c2370/podcast/play/84370734/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-2-21%2F371764313-44100-2-fc71432221a8d.mp3
- [Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update](https://invisiblenetwork.ai/podcast/1727278168/c1e3913ccf65) (2024-03-07, 64 min): audio https://anchor.fm/s/f06c2370/podcast/play/83708018/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-2-7%2F370076843-44100-2-2fa2b6d6942cb.mp3
- [BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03](https://invisiblenetwork.ai/podcast/1727278168/6abacd6a1cce) (2024-02-22, 82 min): audio https://anchor.fm/s/f06c2370/podcast/play/83033273/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-1-22%2F368360566-44100-2-9af6c12373aa6.mp3
- [BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02](https://invisiblenetwork.ai/podcast/1727278168/18f568f24d32) (2024-02-08, 86 min): audio https://anchor.fm/s/f06c2370/podcast/play/82421451/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-1-8%2F366785052-44100-2-ac1647c927911.mp3
- [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](https://invisiblenetwork.ai/podcast/1727278168/f1e6528bdb50) (2024-01-25, 70 min): audio https://anchor.fm/s/f06c2370/podcast/play/81777483/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-0-25%2F364967386-44100-2-70e995c4fae9d.mp3

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.