Aug 22
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nomi ... Show More
1h 11m
Aug 20
Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI (18:44) Behind the Hunter Biden laptop story and COVID ... Show More
1 h
Aug 15
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC police (1:05:39) Venture Cap ... Show More
1h 32m
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 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
Apr 2025
📆 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(03 ... Show More
1h 14m