Oct 16
Friday Wrap-Up: Online Dating and the Portfolio Manager Debrief
This week’s Friday Wrap-Up looks at Nicolai Tangen’s podcast conversation with Spencer Rascoff, CEO of Match Group, the company behind dating apps like Tinder and Hinge. With Marthe Skaar in Oslo and Nicolai in London, they discuss how online dating has changed the way people mee ... Show More
13m 3s
Oct 14
Match Group CEO: Digital Dating, What Makes a Good Profile and the Loneliness Epidemic
What actually makes two strangers match? Nicolai Tangen is joined by Spencer Rascoff, CEO of Match Group, the company behind Tinder, Hinge and a dozen other dating apps, for a conversation about how modern romance really works. They get into the algorithm doing the matchmaking, w ... Show More
44m 15s
Oct 2024
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the ... Show More
1h 6m
Mar 2025
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of ... Show More
1h 22m
Dec 2024
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy S ... Show More
1h 24m
Feb 2024
BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
<p>Open 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 Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more ... Show More
1h 21m
Apr 2024
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out, AI demand overhyped or underhyped ... Show More
1h 8m
Mar 2024
Bonus: Good Bad Billionaire
In this special episode, Ed Butler brings you a podcast from our friends at Good Bad Billionaire. In the series, presenters Simon Jack and Zing Tseng find out how the richest people on the planet made their billions, and then they judge them. Are they good, bad, or just another b ... Show More
58m 19s
Jan 2025
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2 ... Show More
1h 11m