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Aug 2024
Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as ... Show More
1h 32m
Jun 2025
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ... Show More
1h 1m
Apr 2023
SaaStr 651: Top Mistakes Founders Make with Series A with Black Mangroves, Square Peg, Vertex, and GGV
<p>Arnaud Bonzom, Founder and Managing Director @ Black Mangroves moderates a panel with Carmen Yuen, General Partner @ Vertex, Jenny Lee, Managing Partner @ GGV Capital, and Piruze Sabuncu, Partner @ Square Peg Capital on what founders should look out for when raising a Series A ... Show More
26m 52s
Aug 2023
Ola's CEO Aggarwal Looks to AI & Semiconductors as Valuation Cut 52%
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!In this episode, we delve into Aggarwal's recent strategic moves as he dives headfirst into AI and semiconductor design, dissecting the implications and challenges that this ve ... Show More
6m 21s
Sep 2025
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how OpenAI is reshaping enterprise with Sherwin Wu, Head of Engineering OpenAI Platform, and Olivier Godemen ... Show More
1h 8m
Jul 2023
AI Hardware Startups, How Urtopia E-Bike is Integrating with ChatGPT
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!In this podcast episode, we delve into the exciting world of AI hardware integration startups, focusing on how Urtopia E-Bike is pioneering the use of ChatGPT in their systems. ... Show More
9m 54s
Sep 2025
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ... Show More
1h 44m