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Mar 2025
1h 3m

Grok 3, AI Memory & Voice, China, DOGE, ...

BG2Pod
About this episode

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) Intro

(01:40) Grok 3

(05:55) Grok’s Leverage of X Platform

(07:25) AI Consumer Market & SEO

(23:04) AI Memory

(26:15) AI Voice

(29:05) Future AI Assets

(33:29) AI Acceleration in China

(36:09) Regulatory Challenges

(37:46) AI CapEx and Investing Dynamics

(48:38) Government Spending + DOGE

(1:00:51) Golden State Warriors


Produced by Benny Beausoleil

Music by Yung Spielberg


Available on Apple, Spotify, www.bg2pod.com



Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

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