أفضل بودكاسات Gurley (2024)

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AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner 1:29:41

4d ago1:29:41

1:29:41

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers, the challenges of scaling AI pre-…

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12.20.24 Awakened by Majesty 14:30

7d ago14:30

14:30

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1
12.19.24 Crosses and Crookedness 14:30

8d ago14:30

14:30

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1
12.18.24 Blessed and Highly Favored 14:30

9d ago14:30

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1
12.17.24 They Say I Say 14:30

10d ago14:30

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1
12.16.24 Get Your Cameras Out 14:30

11d ago14:30

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1
12.13.24 Keeping it Good 14:30

14d ago14:30

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1
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner 1:24:41

15d ago1:24:41

1:24:41

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Satya Nadella, CEO of Microsoft, to discuss becoming Microsoft’s CEO, Advice for CEO’s, Microsoft’s Investment in OpenAI, Legacy Search, Ten Blue Links, Consumer and Enterprise AI, The Future of AI Agents, I…

1
12.12.24 Never Forget 14:30

15d ago14:30

14:30

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12.11.24 Pack Light 14:30

16d ago14:30

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1
12.10.24 Quit Worrying, Start Preparing 14:30

17d ago14:30

14:30

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1
12.09.24 Nothing Like It 14:30

18d ago14:30

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1
12.06.24 Exiting Satan's Circus 14:30

21d ago14:30

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1
12.05.24 When Bees Teach 14:30

22d ago14:30

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12.04.24 Mark of the Beast 14:30

23d ago14:30

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12.03.24 City Called Glory 14:30

24d ago14:30

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1
12.02.24 Lambs Book of Life 14:30

25d ago14:30

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11.29.24 Suffering The Unknown Tongue 14:30

28d ago14:30

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11.28.24 How God Leads 14:30

29d ago14:30

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1
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America 44:07

30d ago44:07

44:07

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America…

1
11.27.28 I Hear the Bells 14:30

1M ago14:30

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11.26.24 Eyes of a Dove 14:30

1M ago14:30

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11.25.24 Sealed by the Spirit 14:30

1M ago14:30

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11.22.24 Seven Hills 14:30

1M ago14:30

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Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner 1:03:11

1M ago1:03:11

1:03:11

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…

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11.21.24 Power of Prayer 14:30

1M ago14:30

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11.20.24 Unanswered Prayers 14:30

1M ago14:30

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11.19.24 When Prayer Doesn't Work 14:30

1M ago14:30

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11.18.24 When We Pray 14:30

1M ago14:30

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11.15.24 Fresh Word, Fresh Oil 14:30

1M ago14:30

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11.14.24 Dust to Glory 14:30

1M ago14:30

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11.13.24 Cure for Dying Dreams 14:30

1M ago14:30

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11.12.24 Seven Powerful Choices 14:30

2M ago14:30

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11.11.24 Falling Is Not Failing 14:30

2M ago14:30

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11.01.24 Conquest at Hells Gates 14:30

2M ago14:30

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Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball 1:06:18

2M ago1:06:18

1:06:18

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future…

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10.31.24 Breakthrough Prayers 14:30

2M ago14:30

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10.30.24 You Are Not Alone 14:30

2M ago14:30

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10.29.24 Reversing the Flow 14:30

2M ago14:30

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10.28.24 Out of the Borderlands 14:30

2M ago14:30

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10.18.24 Against the Wind 14:30

2M ago14:30

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10.17.24 Lay Isaac Down 14:30

2M ago14:30

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10.16.24 Now is the Time 14:30

2M ago14:30

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10.15.24 Resurrect Dead Dreams 14:30

2M ago14:30

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10.14.24 The Greatest Gambler 14:30

2M ago14:30

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Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner 54:06

2M ago54:06

54:06

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's strategic positioning, the role of CUDA in the developer ecosystem, the future of…

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Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner 1:21:13

2M ago1:21:13

1:21:13

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with Jensen scaling intelligence towards AGI, the acceleration of machine learning,…