logo
episode-header-image
Jun 2025
21m 36s

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

BG2Pod
About this episode

Open Source bi-weekly 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:

Coatue EMW 2025 Slides


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

Up next
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
1h 20m
Mar 2026
ChatGPT – The Super Assistant Era | BG2 Guest Interview
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
1h 3m
Dec 2025
AI Enterprise - Databricks & Glean | BG2 Guest Interview
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
45 m
Recommended Episodes
Nov 2023
OpenAI Drama Casts a Shadow on Tech Industry
Andrew McAfee, Principal Research Scientist at MIT and author of The Geek Way, explains how the OpenAI saga could impact future development of artificial intelligence. Mary Lou Gardner, Associate Partner for CPG, Retail and Logistics at Infosys Consulting, discusses retail earnin ... Show More
36m 30s
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption. Don’t miss our episodes with: Mis ... Show More
42m 14s
Nov 2025
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's s ... Show More
1h 27m
May 2024
The TED AI Show: What really went down at OpenAI and the future of regulation w/ Helen Toner
If there’s one AI company that’s made a splash in mainstream vernacular, it’s OpenAI, the company behind ChatGPT. Former board member and AI policy expert Helen Toner joins Bilawal to discuss the existing knowledge gaps and conflicting interests between those who are in charge of ... Show More
40m 28s
Jan 2025
ReThinking with Adam Grant: Sam Altman on the future of AI and humanity
Sam Altman is the CEO and cofounder of OpenAI, the company behind ChatGPT. He and Adam discuss AI's advances in creativity and empathy, its ethical challenges, and the role of human oversight. Sam and Adam also discuss strategies for adapting to a changing world and their hopes f ... Show More
40m 15s
May 2024
What really went down at OpenAI and the future of regulation w/ Helen Toner
If there’s one AI company that’s made a splash in mainstream vernacular, it’s OpenAI, the company behind ChatGPT. Former board member and AI policy expert Helen Toner joins Bilawal to discuss the existing knowledge gaps and conflicting interests between those who are in charge of ... Show More
40m 28s
Nov 2024
ANTHOLOGY — Packages, pledges & protocols (Interview)
The hallway track at All Things Open 2024 — features Carl George, Principal Software Engineer at Red Hat for a discussion on the state of open source enterprise linux and RHEL (Red Hat Enterprise Linux), Max Howell, creator of Homebrew and tea.xyz which offers rewards and recogni ... Show More
1h 45m
Dec 2021
Episode 21 - Tesla Day | Github Copilot
Intro - Welcome back to Dev Theory Podcast - A podcast about everything Web Development. - This is Episode 21. I'm Shaun Willis, here with our co-host Isaac Weber. Today we will be talking about Tesla AI Day, Humanoid Robots, and where we see AI headed as it relates to software e ... Show More
24m 25s