Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
1Description
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Crowdstrike, & more. Enjoy another episode of BG2.
Timestamps:
(00:00 ) Intro
(01:38 ) The Perceived Political Realignment in Silicon Valley
(18:02 ) Engagement Between Silicon Valley and Washington
(27:21 ) Meta's Open Source Strategy (405b)
(47:37 ) Post-Mortem on the COVID-19 Pandemic
(58:37 ) Wiz IPO and Acquisitions
(01:03:37 ) The Impact of AI on Self-Driving Cars
(01:10:33 ) Lessons from the CrowdStrike Incident
(01:16:11 ) Spotify's Success under Daniel Ek
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
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Shownotes
Open Source AI Is the Path Forward - Letter by Mark Zuckerberg
Misha Laskin on Training Data Podcast
Freda Duan tweet on self-driving cars in China
Dr. Jay Bhattacharya on Tetragrammaton with Rick Rubin
#BillGurley #BradGerstner #Bg2Pod
United States
