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podcast
BG2 Pod
hosts · brad gerstner · bill gurley
episodes
8
mentions
26
tickers
17
net sentiment
69%
tickers discussed · 17
guests & speakers · 9
episodes · 8
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang16 insights
2026-06-12 · Gavin Baker: Nvidia is gaining share, can join frontier faster than people think
AI Enterprise - Databricks & Glean | BG2 Guest Interview2 insights
2025-12-23 · Glean aims to become every employee's proactive work companion
All Things AI with Sam Altman and Satya Nadella | BG21 insight
2025-10-31 · AI increases the data gravity of Microsoft 365 and GitHub
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner1 insight
2025-10-14 · Nvidia backstop obscures CoreWeave's true demand signal
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner2 insights
2025-09-26 · Jensen Huang sees OpenAI becoming a multi-trillion-dollar hyperscaler
China, China, China. Breaking Down China's Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner1 insight
2025-08-28 · BYD combines global EV scale with unmatched cost aggression
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner2 insights
2025-07-31 · ChatGPT breaks Google's two-decade monopoly on consumer intent
Michael Dell - Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG21 insight
2025-07-10 · Dell's AI server orders eclipse the prior full year