Sep 3
Less about Models; More about Architecture
As AI moves from experimentation to enterprise deployment, are organizations thinking too much about models and not enough about architecture? In this episode, Daniel and Chris talk with Chetan Gupta, Chief AI Officer at Rackspace, about the evolution from industrial AI and physi ... Show More
45m 56s
Aug 28
Building the Foundation for the Agentic AI Era
How do we build an AI ecosystem where agents, tools, and systems can work together at scale? Angie Jones, VP of the Agentic AI Foundation, joins Chris to discuss the open standards and projects shaping the agentic future, including MCP, A2A, Goose, etc. They also explore what it ... Show More
45m 12s
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
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
Nov 2023
Nvidia's Launches 2X Better AI Chip H200
In this episode, we delve into Nvidia's latest launch of a new, highly anticipated AI chip, while customers are still actively seeking its previous model, exploring the reasons behind this continuous high demand and the chip's potential impact on the AI and tech industries. We'll ... Show More
11m 40s
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
Dec 2023
Rapid Response: Inside Intel’s AI ambitions, w/CEO Pat Gelsinger
The AI boom in 2023 left Intel chasing rival Nvidia, whose chips — and shares — have been in high demand. Like other laggards amid this year’s AI mania, Intel is now fighting back, announcing the first-ever AI PC. Intel’s CEO Pat Gelsinger sits down with Rapid Response host Bob S ... Show More
21m 28s
Dec 2024
AI Semiconductor Landscape feat. Dylan Patel | 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 Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA' ... Show More
1h 29m
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
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.
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42m 14s
