Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
This co-hosted podcast analyzes the recently announced Stargate project, a $500 billion initiative involving SoftBank, OpenAI, Oracle, and MGX to massively expand AI computing infrastructure in the US. The hosts discuss the announcement's details, address skepticism about funding, and offer a bottom-up financial model...
In this podcast, Brad Gerstner and Bill Gurley dive into their predictions for the investment landscape in 2025. They explore several critical topics, including the unprecedented excitement and large capital investments in AI, the risks associated with high valuations and rising interest rates, and the effects of upcom...
This podcast explores how the semiconductor industry is adapting to the surge in AI, with a particular focus on NVIDIA's leading position and the future of AI scaling. While some suggest that the dramatic advancements from pre-training are beginning to plateau, hyperscalers are still aggressively constructing massive d...
In this podcast, Satya Nadella, the CEO of Microsoft, shares insights on how the company is navigating the AI revolution. He reflects on Microsoft's past successes with major technological shifts—like the rise of the web, mobile, and cloud—by emphasizing the importance of understanding their unique position and caterin...
In this podcast, Bill Gurley and Brad Gerstner engage in a lively discussion covering a range of topics. They explore China's rapid technological progress and emphasize the importance of the US enhancing its own competitiveness. The conversation touches on the feasibility of balancing the US budget and raises concerns ...
This podcast explores the possible slowdown in advancements in AI pre-training and what it means for various industries, especially Nvidia and the autonomous driving sector. The hosts debate whether this deceleration indicates a limit to scaling laws or if it simply reflects a shift toward other factors like post-train...
In this podcast episode, listeners are treated to a fascinating look at the changing world of venture capital, told through personal stories and expert perspectives. The discussion kicks off with a touching narrative that highlights the generational shift in technology. It then explores the disconnect between venture c...
In this podcast episode, CEO Jensen Huang reveals how NVIDIA is transforming the AI landscape. He discusses the company’s growth and future prospects amidst soaring demand for AI computing. The hosts explore NVIDIA's unique advantages, particularly in integrating hardware and software, alongside its leadership in large...
This podcast episode explores the swift progress in AI technology, focusing on the upcoming launch of personal AI assistants and NVIDIA's crucial role in this transformation through its cutting-edge computing solutions. The discussion highlights NVIDIA's competitive edge compared to Intel's traditional strengths while ...
This podcast episode delves into the transformative landscape of nuclear energy and artificial intelligence, highlighting a possible nuclear renaissance in the U.S. alongside rising skepticism about the AI bubble. Brad and Bill explore the advancements in inference-time reasoning within AI models, the challenges of mon...
This podcast episode examines the critical situation surrounding the Diablo Canyon nuclear power plant and the broader implications for the nuclear industry in the United States. The hosts highlight the shifting public perception of nuclear energy, emphasizing its potential in combating climate change and meeting energ...
This podcast episode delves into the complexities of the current market landscape, emphasizing the importance of active management in mitigating risks amid volatility. It scrutinizes five key forces influencing market outlook, including tax implications, earnings performance, and geopolitical tensions, while also conte...
This podcast episode examines the seismic political realignment occurring within Silicon Valley, as key figures from the tech sphere shift their allegiances amid concerns over governmental policies perceived as hostile to innovation and business growth, particularly under the Biden administration. The dialogue unfolds ...
This podcast episode explores the concept of the healthcare-industrial complex and its focus on maximizing profitability rather than prioritizing the lowest cost and most preventative processes. It discusses the current state of the market, highlighting the Nasdaq, consumer discretionary spending, and the factors influ...
This podcast episode explores the Coatue's East Meets West 2024 conference, which brings together entrepreneurs from Silicon Valley and China. The conference emphasizes collaboration and trust among competitors in the industry. It discusses the potential of AI and software, the challenges and considerations for softwar...
This podcast episode explores the impact of excess capital on company behavior, the changing dynamics of the pre-IPO market, and the question of whether software as we know it is dead. The speakers discuss the negative effects of excessive funding, the importance of scarcity in fostering innovation, and the need to exa...
This podcast episode explores the impact of deglobalization on companies' competitiveness and the role of AI in education. It discusses the advancements in voice recognition technology and the potential of voice recognition as the new graphical interface. The importance of a model that reasons across voice, text, and v...
This podcast episode explores the launch of Llama 3, an innovative model developed by META and introduced by Zuckerberg, which has disrupted the world of model building with its smaller size, compatibility, and faster performance. The episode also discusses the introduction of Llama 370B, an open and inexpensive model ...
This podcast episode explores the decline in the number of public companies in the US, despite an increase in innovation and startups. The speakers discuss the reasons for this decline, such as the rise of private equity-backed companies and the increasing complexity and cost of going public. They also delve into the c...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
