Today
Gavin Baker: Why AI Demand Is Outrunning Compute Supply
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, ... Show More
1h 15m
Apr 2026
John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software
This interview with Stripe cofounders John and Patrick Collison originally aired on TBPN. They discuss Stripe's 34% growth and new employee tender offer, how agent commerce and stablecoins may require high-throughput blockchains built for millions of transactions per second, and ... Show More
20m 2s
Apr 2026
Peter Yang on Small Teams, Coding Agents, and Why Human Ambition Has No Ceiling
Anish Acharya speaks with Peter Yang, creator and product lead at Roblox, about how personal AI agents are replacing the apps we open every day, why coding agents feel like slot machines, and what happens when the cost of building software drops to near zero. They discuss why fut ... Show More
28m 37s
Jul 2025
Startup Valuations, Biotech's Crunch & AI's Massive TAM | E2147
Today's show: It's another blockbuster panel of insiders, as Alex sits down with Astasia Myers from Felicis, Matt Turck from First Mark Capital, and D.A. Wallach of Time BioVentures. AI is reshaping early-stage investing, with startups raising record-setting rounds adn chasing $1 ... Show More
1h 16m
Dec 2022
Casey Newton, Kara & Nayeema Talk Tech
From the high speed train wreck that is Twitter 2.0, to the extradition of a fallen crypto kingpin and AI that can rewrite your dating profile, there’s a lot happening in tech right now. Nayeema Raza moderates a conversation with Kara Swisher and Casey Newton, the founder and edi ... Show More
53m 12s
Oct 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAI–Microsoft partnership, how it unlocked massive scale in the cloud, and wh ... Show More
1h 14m
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
Don’t miss our episodes with:
Mis ... Show More
42m 14s
Mar 2024
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Bob Mylod, (Chair of Board, Bookings.com & Managing Partner of Annox Capital) they discuss stock compensation, Google Gemini / Apple, ... Show More
1h 26m
Less than two years since the breakthrough of text-based AI, we now see incredible developments in multimodal AI models and their impact on millions of users.
As part of New York Tech Week, we brought together a live audience and three leaders from standout companies delivering AI-driven products to millions. Gaurav Misra, Cofounder and CEO of Captions, Car ... Show More
<div class="st__content-block st__content-block--text"> <p>"This is going to be the most transformational moment, not just in technology, but in culture and politics of all of our lifetimes."</p> </div> <div class="st__content-block st__content-block--text"> <p>Three AI pioneers, ... Show More
