BG2 Pod

Brad Gerstner

Summary

BG2 Pod is hosted by Brad Gerstner covering OpenAI, NVIDIA, Geopolitics, and Data Centers. Notable guests include Bill Gurley, Gavin Baker (Managing Partner & CIO, Atreides Management), Sonny Madra (CEO, Grok), and Sherwin Wu. Episodes span from Dec 2024 to Jun 2026.

17episodes

720total claims

12topics covered

17 episodes

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang

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Jun 11, 2026 · WITH Gavin Baker

SpaceX's upcoming $1.77 trillion IPO is driven by a strategic pivot, positioning it as a vertically integrated AI and space powerhouse, not just a launch company. The company is rapidly emerging as...

SpaceX IPOAI ComputeHyperscalersData Centers+15 more

ChatGPT – The Super Assistant Era

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Mar 15, 2026

ChatGPT's initial launch was an accidental success, intended as a one-month demo that went viral, forcing OpenAI to develop a product and business model on the fly, starting with subscriptions as a...

OpenAIChatGPTProduct StrategyGrowth Strategy+11 more

AI Enterprise - Databricks & Glean

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Dec 23, 2025 · WITH Ali Ghodsi

Databricks CEO Ali Ghodsi argues that Artificial General Intelligence (AGI), by the standards of the last few decades, has already been achieved, and the current focus should be on practical enterp...

Artificial General Intelligence (AGI)Large Language Models (LLMs)AI Market BubbleEnterprise AI+14 more

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

Oct 31, 2025

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

Oct 14, 2025

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

Sep 26, 2025

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More

Sep 11, 2025

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

Aug 28, 2025

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

Jul 31, 2025

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update

Jul 10, 2025

Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner

Jun 21, 2025

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more

Jun 20, 2025

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner

Jun 6, 2025

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner

May 22, 2025

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

Apr 24, 2025

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok

Apr 4, 2025

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner

Dec 23, 2024

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BG2 Pod

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