Podcast
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
BG2Pod with Brad Gerstner and Bill Gurley is hosted by Brad Gerstner , Bill Gurley and Clark Tang .
15 Oct 2026
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
With Jensen Huang
11 Jun 2026
With Gavin Baker and Andrew Fox
15 Mar 2026
ChatGPT – The Super Assistant Era | BG2 Guest Interview
With Nick Turley
23 Dec 2025
AI Enterprise - Databricks & Glean | BG2 Guest Interview
With Ali Ghodsi and Arvind Jain
31 Oct 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
With Satya Nadella and Sam Altman
14 Oct 2025
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
26 Sep 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
With Jensen Huang
11 Sep 2025
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
With Apoorv Agrawal , Sherwin Wu and Olivier Godement
28 Aug 2025
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
31 Jul 2025
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
10 Jul 2025
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
With Michael Dell
21 Jun 2025
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
With Kevin Weil
Jensen Huang (3 episodes), Sunny Madra (2 episodes), Satya Nadella (2 episodes), Bob Mylod , Andrew Fox , Jamin Ball , Kevin Weil , Maureen Zawalick , Nick Turley , Gavin Baker , Arvind Jain , Michael Dell , and 8 more.