Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they recap Coatue Conference and discuss Elonās pay package, Tesla's shareholder vote, ISS controversy, AI market trends, OpenAI IPO, Delaware court case, and more. Enjoy another episode of BG2.
Timestamps:
(00:00) Overview of Coatueās East Meets West Conference
(5:05) AI and Market Trends
(18:17) Insights on Venture Markets and IPOsĀ
(24:15) Challenges and Opportunities in Going PublicĀ
(30:05) The Case for OpenAI Going Public
(33:03) Challenges and Considerations for IPOs
(35:55) SPECIAL GUEST: Coatue Founder Phillipe Laffont
(39:27) AI Startups Staying Lean
(42:31) AI Agents and the Future of Work
(45:28) Tesla's Shareholder Vote and ISS ControversyĀ
(50:57) Delaware's Legal Precedent and Corporate ImplicationsĀ
(58:27) Globalization and Competitive Advantage
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod