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