Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
Update: 2024-09-25
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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy another episode of BG2.
Timestamps:
(00:00 ) Intro
(00:36 ) The U.S. Nuclear Renaissance
(08:15 ) AI Fast and Furious
(11:19 ) OpenAI Strawberry o1
(17:15 ) Inference Constraints
(20:18 ) Open AI Breaking Out
(35:00 ) State of VC
(43:52 ) “Quasi-Public Companies”
(48:32 ) Liquidity / IPOs
(58:41 ) Tech Market Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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