Episode (43)
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BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
Feb 22, 2024Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big T...
42
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
Feb 08, 2024Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software ...
43
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01
Jan 25, 2024The rumors were true. Enjoy another Episode of Bg2. ____________________________________ (0:00) Introduction and discussion on current market trends (3:12) Main topic: AI and its recent surge...
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