Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ 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 AI Scaling Laws, the future of inference, AI memory and actions, National Full Self-Driving Regulations, FSD 13, Robotaxi and Waymo, Department of Government Efficiency (DOGE), & more. Enjoy another episode of BG2.
Timestamps:
(00:00 ) Intro
(02:00 ) AI Scaling Laws
(05:54 ) Implications of AI Scaling Trends
(12:20 ) The Future of Inference and Data Quality
(17:51 ) AI Memory and Actions
(21:47 ) National Full Self-Driving Regulation
(23:14 ) FSD 13
(29:41 ) Market Disruption: Winners and Losers in the Auto Industry
(31:18 ) The Future of OEM’s
(40:41 ) Department of Government Efficiency (DOGE)
(54:47 ) Tech Market Check
Available on Apple, Spotify, www.bg2pod.com
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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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United States
