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) Chinese AI Chips & NVIDIA’s Role
(1:17:24) H-1B, Talent, & the American Dream
(1:29:33) Invest America & American Right to Rise
(1:37:40) The Future Ahead
Produced by Dan Shevchuk
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
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Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod