DiscoverBG2Pod with Brad Gerstner and Bill GurleyEp10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

Update: 2024-06-10
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Description

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital in the late-stage market, the importance of capitalism and immigration for the future of the United States, and more. Enjoy another episode of Bg2.




Timestamps:


(00:00 ) Intro


(02:16 ) Letter from Brad’s Mom


(07:28 ) The Changing Landscape of the Pre-IPO Market


(24:50 ) AI Hype Cycle


(33:19 ) Is Software Dead?


(37:03 ) The Impact of Excess Capital in the Late-Stage Market


(42:18 ) How AI Spending Affects Investments


(54:52 ) Opportunities for Investments in the Public Markets




Available on Apple, Spotify, www.bg2pod.com




Follow:


Brad Gerstner @altcap


Bill Gurley @bgurley


BG2 Pod @bg2pod

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Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

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