We get into the collapse of investor confidence in the AI boom, then turn to the thriving black markets for smuggling vast quantities of AI microchips into China and the geopolitics of technological progress and economic sanctions as AI becomes a site of proxy wars by other means.
••• Burst Damage https://www.wheresyoured.at/burst-damage/
••• With Smuggler ... Show More
Jan 14
Patreon Preview – 440. TMK x CES: Return to Hell
Ed returns from his annual trip to the Consumer Electronics Show in Vegas. We learn about the hottest new trends and devices hitting the market. Big this year: chatbot wrappers, making everything into phone, unnecessary and dysfunctional “AI-powered” features, plus the mass infan ... Show More
9m 51s
Jul 2025
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Ro ... Show More
1h 18m
Aug 2025
China, China, China. Breaking Down China’s Tech Surge | 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, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More
1h 6m
Jul 2025
Is Global AI Cooperation Even Possible?
The episode investigates the escalating AI rivalry between the US and China, triggered by the release of both nations’ AI strategies. It examines China’s reaction to the US approach, including its call for a World AI Cooperation Organization based in Shanghai, and the intensifyin ... Show More
24m 14s
Apr 2025
Big Tech's Tariff Chaos + A.I. 2027 + Llama Drama
<p>This week, with the tech world in chaos over President Trump’s tariffs, we look at how four specific companies are navigating the new day-to-day reality. Then, the A.I. researcher Daniel Kokotajlo returns to the show to discuss a new set of predictions for how artificial intel ... Show More
1h 9m
Mar 2025
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!Timestamps:(00:00) Int ... Show More
1h 3m
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
Apr 2025
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of ... Show More
1h 13m