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Nov 2024
44m 7s

BG2 Thanksgiving Roundtable: DOGE, EV Ta...

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Jun 11
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO?They unpack the major levers behind SpaceX’s nex ... Show More
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In this BG2 guest interview, Altimeter Partner Apoorv Agrawal sits down with Nick Turley of OpenAI for a deep dive into how ChatGPT became one of the fastest-growing products in history—and what comes next.They discuss how OpenAI thinks about retention and product metrics, why lo ... Show More
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In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s actually working in enterprise AI—and what isn’t.They unpack why 95% of AI projects fail, why LLMs are ra ... Show More
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