logo
episode-header-image
Jul 2025
1h 18m

Michael Dell – Invest America Act Become...

BG2Pod
About this episode
tail spinning
Up next
Mar 15
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
Oct 2025
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAI–Microsoft partnership, how it unlocked massive scale in the cloud, and wh ... Show More
1h 14m
Recommended Episodes
Sep 2025
230: AI At The Frontier: A Stock Picker's Take on AI Investing
<p>The world of artificial intelligence continues to profoundly impact the stock markets and create investment opportunities. Despite a brief setback earlier this year, AI continues to push the boundaries of human ingenuity and drive market dynamics.</p><p>Oscar Pulido welcomes T ... Show More
23m 41s
Jul 2024
Season 2 Episode 7: Closing The AI Workforce Gap Through Education
The AI revolution is expected to create 97 million new jobs by 2025, and the workers entering the field will possess some of the most sought-after skills in any industry. But how much work is needed to close the AI skills gap for our future workers? Enter Intel and Dell, which ha ... Show More
26m 21s
Sep 2025
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundr ... Show More
1h 59m
Jul 2025
The Case for Smarter AI Regulation, With Matt Perault
Regulating how AI is used—not how it's built—is the only way to protect innovation and give small startups a fair shot. Rob and Jackie sit down with Matt Perault, Head of Artificial Intelligence Policy at Andreessen Horowitz, to discuss the significant burden regulatory framework ... Show More
25m 11s
Mar 2025
Josh Wolfe: Human Advantage in the World of AI
While Silicon Valley chases unicorns, Josh Wolfe hunts for something far more elusive: scientific breakthroughs that could change civilization. As co-founder and managing partner of Lux Capital, he's looking for the kind of science that turns impossible into inevitable. Josh does ... Show More
1h 59m
Oct 2025
Mustafa Suleyman: What the AI Boom Means for Your Job, Business, and Relationships | Artificial Intelligence | AI Vault
Now on Spotify Video! Mustafa Suleyman’s journey to becoming one of the most influential figures in artificial intelligence began far from a Silicon Valley boardroom. The son of a Syrian immigrant father in London, his early years in human rights activism shaped his belief that t ... Show More
1h 11m
Sep 2025
Is Google Now the AI Leader?
Google’s AI comeback is turning into something bigger. Today’s AI Daily Brief covers whether Google has taken the lead in the AI race, with multimodal breakthroughs, Gemini’s surge, and a huge antitrust win around Chrome. We also dig into Anthropic’s $13B raise at a stunning $183 ... Show More
29m 23s
Jan 2025
DeepSeek Threatening Nvidia: US Gov Responds
Jaeden Schafer discusses the emergence of DeepSeek, a new AI competitor to ChatGPT, highlighting its capabilities, unique features, and the implications of its censorship practices. The discussion delves into the cost efficiency of DeepSeek compared to other AI models, its impact ... Show More
17m 46s
Nov 2025
The Hidden Industry Powering Every AI Company
The infrastructure behind AI is massive - learn to leverage it with our free guide to advanced prompt engineering: https://clickhubspot.com/fnw Episode 84: What’s the real infrastructure powering every mind-blowing AI app and model you see today—and are we heading for a “compute ... Show More
38m 58s
Oct 2025
236: Investing in AI – From Its Origins to What Lies Ahead for Energy, Geopolitics, and Markets
<p>Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next.</p><p>With recent headlines in OpenAI ... Show More
17m 27s