We are joined by Amba Kak and Sarah Myers West — co-directors of the AI Now Institute — to discuss their excellent new Landscape Report on Artificial Power. We discuss Trump’s AI Action Day and his administration’s use of AI as an alibi to justify further consolidating wealth and power into a few hands, while making vague promises about economic growth and t ... Show More
Aug 6
417. Whose AI Bubble Is It Anyways? (ft. Paris Marx, Brian Merchant)
In this episode, Ed chats with Paris Marx and Brian Merchant about artificial intelligence and the political coalitions behind its development in the United States and abroad. Are we all living in the same AI bubble? Europe, China, and America all have different visions for what ... Show More
1h 15m
Jul 31
Patreon Preview – 416. The Neverending Race
We chat for a bit about Trump’s AI Action Plan – more to come on this next week – before getting into broader questions about Silicon Valley imperialism, American force projection and soft power through AI, the endlessly convenient competition against China, the impossibility of ... Show More
8m 40s
Jul 10
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Ro ... Show More
1h 18m
Jul 29
Is Global AI Cooperation Even Possible?
The episode investigates the escalating AI rivalry between the US and China, triggered by the release of both nations’ AI strategies. It examines China’s reaction to the US approach, including its call for a World AI Cooperation Organization based in Shanghai, and the intensifyin ... Show More
24m 14s
Apr 2025
Big Tech's Tariff Chaos + A.I. 2027 + Llama Drama
This week, with the tech world in chaos over President Trump’s tariffs, we look at how four specific companies are navigating the new day-to-day reality. Then, the A.I. researcher Daniel Kokotajlo returns to the show to discuss a new set of predictions for how artificial intellig ... Show More
1h 9m
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
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
Jul 2024
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with 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 the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scan ... Show More
57m 29s