# Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

An episode of [BG2Pod with Brad Gerstner and Bill Gurley](https://invisiblenetwork.ai/podcast/1727278168), 10 Jun 2024, 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

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the late-stage market, the importance of capitalism and immigration for the future of the United States, and more. Enjoy another episode of Bg2. Timestamps: (00:00) Intro (02:16) Letter from Brad’s Mom (07:28) The Changing Landscape of the Pre-IPO Market (24:50) AI Hype Cycle (33:19) Is Software Dead? (37:03) The Impact of Excess Capital in the Late-Stage Market (42:18) How AI Spending Affects Investments (54:52) Opportunities for Investments in the Public Markets Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod

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