Jul 2020
SaaStr 349: How to Turn Your SaaS Startup Into an Army with David Sacks, General Partner at Craft Ventures
<p>Startups can get messy. Especially in growth. David Sacks (Yammer, PayPal) shares how to navigate from 50-500 employees.</p> <p>This episode is an excerpt from David's session at SaaStr Summit: The New New in Venture. </p> <p>Full video: <a href= "https://youtu.be/G0sMviH3G24" ... Show More
28m 36s
Jan 2025
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
(0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Sin ... Show More
1h 49m
Apr 2024
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with 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, joined by Sunny Madra (Head of Groq Cloud) they discuss AI Models, Data Scaling, Enterpise AI, Personal AI, the tech markets, and more. Enjoy anothe ... Show More
1h 5m
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
Jan 2025
#132: OpenAI’s Operator, Stargate, The AI Literacy Project, Trump AI Executive Order, Perplexity Assistant & Zapier Agents
Join Mike and Paul as they navigate through a week in tech that's too big for just one episode. They unpack Project Stargate, OpenAI's Operators program, and explore SmarterX's ambitious push to democratize AI education. Plus, Trump’s actions on AI in his first week in office, Pe ... Show More
1h 22m
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m
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
Oct 2024
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | 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, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's ... Show More
54m 6s
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