Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
Superintelligence represents a fundamental re-architecture of global compute, driven by the shift from simple generative models to agentic systems capable of step-by-step reasoning and tool use. This transition necessitates a massive, multi-trillion-dollar infrastructure build-out, as the end of Moore’s Law forces a re...
SpaceX is transitioning from a space launch and connectivity provider into a dominant AI compute player, with its upcoming IPO serving as a critical vehicle for institutional investment in the future of artificial intelligence. The company’s ability to rapidly deploy terrestrial data centers and secure high-value partn...
Nick Turley from OpenAI discusses the evolution and future of ChatGPT with Apoorv Agrawal. Originally intended as a free demo, ChatGPT's viral success led to a subscription model to manage demand and ensure stability. Turley emphasizes the goal of building a "super assistant" that helps users achieve diverse goals, hig...
In a panel discussion, Brad Gerstner leads Ali Ghodsi and Arvind Jain in an exploration of the current state and future of AI, addressing the AI bubble, the value of enterprise AI applications, and the importance of data strategy. Ghodsi identifies three camps in AI development: the super intelligence quest, academic r...
In this interview podcast, Brad Gerstner interviews Sam Altman and Satya Nadella about the evolving partnership between OpenAI and Microsoft, focusing on the restructuring of OpenAI with a non-profit on top and a public benefit corp below, Microsoft's investment and ownership stake, and the exclusivity and revenue-shar...
Brad Gerstner and Bill Gurley discuss various topics, including recent college sports upsets, AI advancements, and regulatory concerns. Gurley announces his departure from co-hosting the podcast to focus on writing a book, "Running Down a Dream," and addressing broader issues like US-China relations and healthcare. The...
In this interview, Jensen Huang discusses NVIDIA's partnership with OpenAI, emphasizing the potential for OpenAI to become a multi-trillion dollar hyperscale company and NVIDIA's role in supporting its infrastructure. He highlights the shift from general-purpose to accelerated computing and AI, driven by the increasing...
In this interview podcast, Apoorv Agrawal speaks with Sherwin Wu, Head of Engineering, and Olivier Godement, Head of Product at OpenAI Platform, about OpenAI's enterprise solutions. They discuss the OpenAI platform's mission to distribute AGI benefits through B2B applications, highlighting customer examples like T-Mobi...
Bill Gurley and Brad Gerstner discuss the competition and innovation between the U.S. and China, particularly in technology and manufacturing. 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 provinces. They ...
The podcast features Brad Gerstner, Bill Gurley, and Sonny Madra discussing the evolving landscape of AI, focusing on the competition between US and Chinese open-source models, the increasing demand for AI compute, and the implications of tariffs on global trade. They analyze the strategic advantages and disadvantages ...
In a co-hosted podcast, Brad Gerstner interviews Michael Dell, with Bill Gurley also participating in the discussion. They begin by discussing Michael Dell's career and his book, "Play Nice But Win," before delving into Dell's early business strategies in the 1990s and its structural competitive advantages, such as jus...
In this podcast episode, Kevin Weil from OpenAI discusses the company's growth, user engagement strategies, and future vision with Brad Gerstner and Bill Gurley. Weil emphasizes the importance of rapid iteration, close collaboration between research and product teams, and the potential for AI to revolutionize various a...
In this podcast episode, Brad Gerstner hosts Bill Gurley, Philippe Laffont, and Thomas Laffont at the Co2 East Meets West conference to discuss key insights from the Laffont brothers' presentation on public and venture markets, with a focus on technology. The conversation begins with an optimistic outlook on the AI sup...
In this co-hosted podcast, Brad Gerstner and Bill Gurley discuss a range of topics including AI, China's industrial policies, and market trends. They reflect on the overestimation of the internet's short-term impact and underestimation of its long-term effects, drawing parallels to the current AI boom. They analyze Chi...
In this co-hosted podcast, Brad Gerstner and Bill Gurley discuss recent significant events and their implications, including the shift in US policy towards AI technology diffusion in the Middle East, the impact of tariff adjustments with China, and the potential effects of the upcoming reconciliation bill. They analyze...
This episode explores the complexities of US-China trade relations, particularly concerning tariffs and export controls within the context of the AI race. Against the backdrop of significant market downturns, the speaker analyzes the administration's approach to tariffs, contrasting a tactical, targeted strategy with ...
This episode explores the impact of President Trump's tariff announcements on the tech industry and the broader economy, as well as the evolving landscape of open-source AI models. Against the backdrop of the president's announcement, the hosts discuss the market's initial positive reaction, followed by a sharp downtu...
This podcast features an interview between Brad Gerstner and Bill Gurley, focusing on the current economic climate and its impact on the tech industry, particularly concerning AI and the semiconductor market. The discussion covers concerns about potential recession, the impact of upcoming tariffs, and the implications...
This podcast episode features a discussion between Brad Gerstner and Bill Gurley on the competitive landscape of the AI industry, focusing on the race between major players like OpenAI, Google, Meta, and X (formerly Twitter). The conversation analyzes the strengths and weaknesses of each company, considering factors s...
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