convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2!

Show Notes:

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley

Kevin Weil @kevinweil
BG2 Pod @bg2pod

1d:T538,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 OpenAI to the rise of AI factories, sovereign AI, and protecting the American Dream—this episode explores how accelerated computing is reshaping the global economy. NVIDIA, OpenAI, hyperscalers, and global infrastructure: the AI race is on. Don’t miss this must-listen BG2.(00:00) Intro(0:37) The Year in AI Recap(3:24) OpenAI Stargate & Nvidia Investment(8:41) Nvidia Accelerated Compute TAM(18:55) $NVDA ROI – Glut or Bubble?(27:45) Roundtripping Claims(31:10) Annual Release Cadence & Extreme Co-design(40:45) Future of ASICs & Economics(53:47) Nvidia's Competitive Moat(56:55) Elon, X.ai & Colossus 2(58:47) Sovereign AI & Global Buildout(1:02:21) The AI Administration(1:07:43) Chi

Coatue Pt2. Open AI’s Kevin Weil Dives i...