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B2G Intro (Part I)

0:31 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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B2G Intro (Part II)

0:06 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Brad Thinks Tesla Full Self-Driving V12 Will Be a ChatGPT Moment

0:49 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Chatting With Brad Gurley About Tech Helps Brad Stay at the Top of His Game

1:46 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Now Late February 2024, Larry Summers Thinks the Next Move From the Fed Could Be Higher Rates

3:51 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Brad Gerstner: This Is Why NVIDIA Is Like Booking.com

3:11 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Competitive Advantage Period (CAP) Predicts How Long a Company Will Remain Dominant

3:23 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Investors Knew Microsoft Would Boom During the AI Wave

2:28 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

BG2Pod with Brad Gerstner and Bill Gurley
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ChatGPT Is Stealing Information Retrieval Queries From Google; Brad Predicts the Business' Future

7:48 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

BG2Pod with Brad Gerstner and Bill Gurley
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Bill Gurley Doesn't Think Perplexity's Answer Quality Is Much Better Than Google's

3:09 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Why Memory Could Create the Next 10x Moment for ChatGPT

5:41 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

BG2Pod with Brad Gerstner and Bill Gurley
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Google's Growth Is Slowing Compared to Other Tech Giants; Here's What Brad Is Watching For

3:52 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Action-Focused AI Assistants Like rabbit Could Create a 10x ChatGPT-Like Moment

7:20 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Meta Is Thriving Because of AI; New Business Opportunities Are Plentiful

5:45 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Bill Gurley Predicts Apple's Fate in the Wake of AI

2:47 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Does AI Help or Hurt Amazon's Business? Brad Gerstner Reacts

1:56 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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With NVIDIA Booming, Can AWS Stay Competitive From a Silicon Perspective?

2:35 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Sam Altman Is Trying to Raise Trillions for AI Chips; Brad & Bill React

5:32 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Why Texas Could Never Compete With Taiwan When It Comes to Fab Plants for AI Chips

7:48 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Why Bill & Brad Are Skeptical That New Chip Companies Can Out-Compete NVIDIA

1:21 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Brad Gerstner Dives Deep on the AI Chip Market: NVIDIA's Dominance, Margins, & Future

9:25 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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Brad & Bill Outro

0:34 · BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03view episode

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