Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
Superintelligence requires a massive, multi-trillion-dollar compute build-out to support agentic reasoning and complex problem-solving. NVIDIA’s architecture serves as the foundational infrastructure for this shift, evolving from a graphics provider to a comprehensive platform for physical AI, networking, and software....
The upcoming SpaceX IPO represents a pivotal bet on the future of AI infrastructure, shifting the company’s narrative from a launch and communications provider to a dominant AI compute player. By leveraging rapid data center deployment and strategic acquisitions like Cursor, SpaceX secures a unique position in the AI e...
ChatGPT has evolved from a viral demo into a powerful super-assistant serving 900 million weekly active users, driven by a strategy of friction removal, core product investments like search and personalization, and continuous model improvements. Success hinges on long-term retention and solving user problems, with the ...
In a panel discussion, Apoorv Agrawal leads Ali Ghodsi and Arvind Jain in an exploration of the current state and future of AI, addressing its impact across consumer, SMB, developer, and enterprise sectors. They tackle the perceived AI bubble, distinguishing between super-intelligence quests, academic research, and val...
Brad Gerstner interviews Sam Altman of OpenAI and Satya Nadella of Microsoft about their partnership, the restructuring of OpenAI with its non-profit and public benefit corp structure, and the future of AI. They discuss the exclusivity and revenue sharing agreements between the two companies, the challenges of compute ...
Brad Gerstner and Bill Gurley discuss a range of topics including AI, regulation, and crypto, while also addressing Gurley's departure from the podcast to focus on writing a book and pursuing other projects. They analyze the AI money bubble, concerns about circular revenues, and the potential for overbuilding in the AI...
In this interview, Jensen Huang discusses NVIDIA's partnership with OpenAI, predicting OpenAI's potential as a multi-trillion dollar hyperscale company and the investment opportunities it presents. He explains the three scaling laws—pre-training, post-training, and inference—and how AI is evolving into a system of lang...
OpenAI’s enterprise platform serves as a critical bridge for distributing AGI benefits, moving beyond consumer-facing tools to solve complex, real-world problems in industries like healthcare, telecommunications, and national security. Success in these deployments relies on "forward deployed engineers"—a role led by Sh...
Bill Gurley and Brad Gerstner discuss the complexities of the U.S.-China relationship, focusing on innovation, competition, and potential policy implications. Gurley shares insights from his recent trip to China, highlighting the rapid development in industries like EVs and AI, and the competitive spirit among Chinese ...
The podcast features Brad Gerstner, Bill Gurley, and Sunny Madhra discussing recent developments in AI, particularly the rise of open-source models from China and their potential impact on U.S. companies like OpenAI and Anthropic. They analyze the competitive dynamics between Chinese and American AI development, the ro...
In this episode, Brad Gerstner hosts a discussion with Michael Dell and Bill Gurley, focusing on Dell's history, the Invest America Act, and the impact of AI on productivity and the market. They delve into Dell's early competitive advantages, particularly its inventory management, and transition to the Invest America A...
Kevin Weil from OpenAI discusses the company's growth, engagement strategies, and future vision with Brad Gerstner and Bill Gurley. Weil emphasizes the importance of user engagement, moving from monthly to weekly and daily active users by improving the utility of ChatGPT through constant model iteration and close colla...
In a special 10th-anniversary episode recorded at the Co2 East Meets West conference, Brad Gerstner hosts Philippe Laffont and Bill Gurley to dissect a presentation on public and venture markets, with a focus on technology. The discussion begins with an optimistic outlook on the AI "super cycle," estimating its potenti...
In this co-hosted podcast, Brad Gerstner and Bill Gurley discuss a range of topics including AI development, strategic shifts in the tech industry, and the competitive landscape with China. They analyze the potential for data walls being erected by companies like Salesforce and the implications for AI training. They al...
In this co-hosted podcast, Brad Gerstner and Bill Gurley discuss recent economic and geopolitical events, including the shift in US policy towards AI technology diffusion in the Middle East, the potential impact of proposed tariffs with China, and the implications of the reconciliation bill. They analyze the competitiv...
This episode explores the complexities of US-China trade relations, specifically focusing on the impact of tariffs and export controls on the global economy and the AI industry. Against the backdrop of a perceived "AI war," the hosts debate the effectiveness and long-term consequences of protectionist policies. More si...
This episode explores the impact of President Trump's tariff announcements on the tech industry and the broader economy, featuring an interview with Brad Gerstner. Against the backdrop of the president's "Liberation Day" presentation, the discussion analyzes the market's initial positive reaction, which quickly revers...
This podcast features an interview between Brad Gerstner and Bill Gurley, focusing on the current economic climate, the impact of potential tariffs and trade policies, and the M&A market. The conversation begins with a discussion of economic uncertainty, then shifts to the implications of upcoming tariffs, particularl...
This podcast discusses the competitive landscape of the AI industry, focusing on the race between OpenAI, Google, Meta, and other key players. The hosts analyze the strengths and weaknesses of each company, considering factors like user base, model performance benchmarks, and product development velocity. They highli...
In this co-hosted podcast, Brad Gerstner and Bill Gurley delve into the intersection of technology, markets, and Washington's influence, steering clear of purely political analysis. They discuss DeepSeek's innovative approach to AI, open source versus closed source models, and the implications of export controls. The c...
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