Jul 4
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:5 ... Show More
1h 25m
Jun 28
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Dem ... Show More
1h 47m
Jun 21
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stoc ... Show More
1h 52m
Jun 20
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ... Show More
1h 1m
Jul 2024
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | 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 Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Cr ... Show More
1h 17m
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
Jul 2024
Chevron Deference: 40-Year Decision Reversed & Explained | Justin Slaughter
Is the Chevron Deference case good for crypto? Is it good for the U.S.? Or is this a giant tradeoff that will lead to bad outcomes? Crypto enthusiasts, pro-tech individuals, and those on the right say this will stop regulators from making random rules. Non-crypto sources, mainst ... Show More
59m 11s
Jun 2024
#402 - David Baverez - Essayiste, économiste - Sommes-nous entrés en économie de guerre ?
Il paraît que nous entrons dans la planète du chaos.
Adieu l’économie de la confiance, le libre échange, l’utopie d’un gouvernement mondial. Adieu la paix en CDI.
Depuis 2022, l’équilibre géopolitique bascule, emporté par l’ère post-covid et le conflit en Ukraine.
Aujourd'hui, D ... Show More
2h 12m
Apr 4
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
Apr 12
📆 L'HEBDO 12/04 - Meta obligé de lâcher Instagram et WhatsApp ?
Cette semaine, on évoque le possible procès de Meta pour abus de position dominante, Apple qui tente de limiter la hausse des prix des ses produits, le plan européen pour l'IA, les annonces Google en IA agentique, une course de robots humanoïdes en Chine et la transformation numé ... Show More
53m 46s
Feb 2025
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | 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 DeepSeek, globalism vs national interests, Trump tariffs, open source, DOGE, & more. . Enjoy another episode of BG2! Timestamps: (00:00) Intro ... Show More
1h 14m