Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

Update: 2024-07-11

Description

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 scans, and more. Enjoy another episode of BG2.

Timestamps:

(00:00 ) Intro

(03:50 ) Public Market Dispersion (Mag 7 + Consumer Stocks)

(22:05 ) AI Costs vs AI Revenue

(47:25 ) Calcium CT Scans

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

Shownotes:

AI’s $600B Question by David Cahn

Widowmaker Documentary

Comments

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Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update

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2024-01-2501:09:40

00:00

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

#box-pro-ellipsis-173222412958095{-webkit-line-clamp:2;}Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

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Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner