venture capital insights and AI industry analysis from two legendary investors. Hosted by Bill Gurley & Brad Gerstner.
The episode explores the rise of ChatGPT as a super assistant with 900 million weekly active users. It discusses the challenges and strategies in...
The episode delves into the current state of AI, discussing its commoditization, the ongoing bubble in the industry, and successful use cases across...
In this episode, Brad Gerstner, Bill Gurley, Sam Altman, and Satya Nadella dive deep into the transformative partnership between Microsoft and...
In this episode, Brad Gerstner and Bill Gurley discuss the burgeoning AI bubble and the latest in stablecoin developments while reflecting on Bill's...
In this episode, Brad Gerstner and Bill Gurley discuss NVIDIA's monumental partnership with OpenAI, which positions both companies at the forefront...
In this episode, hosts Brad Gerstner and Bill Gurley engage with Sherwin Wu and Olivia Goodman from OpenAI to explore the enterprise side of OpenAI's...
This episode delves into the rapid technological advancements in China and the contrasting perspectives on U.S.-China relations, emphasizing the...
In this episode, the hosts discuss the shifting dynamics of global trade, particularly highlighting China's advancements in open-source AI models and...
In this episode, Michael Dell discusses the significant impact of AI on productivity and the recent passage of the Invest America Act. The...
In this episode, Kevin Weil discusses the rapid growth and transformative potential of OpenAI's ChatGPT, emphasizing its increasing utility and user...
The episode dives into the optimism surrounding AI as a transformative tech trend, discussing its potential impact on market capitalization and the...
In this episode, Brad Gerstner and Bill Gurley explore the fast-evolving landscape of AI, the importance of strategic data management, and...
The episode discusses a significant shift in U.S. policy towards AI and international partnerships, particularly in the Middle East, highlighting...
The episode dives into the complexities of global trade negotiations and market dynamics under the current administration, focusing on tariffs,...
This episode dives into the impact of Trump's recent tariff announcements on the market and discusses the broader implications of trade policies...
In this episode, Brad and Bill discuss the implications of rising tariffs and regulatory changes on the U.S. chip industry, particularly in the...
Brad and Bill discuss the implications of Grok 3's launch in the AI landscape, emphasizing the competitive race against China and the importance of...
In this episode, Brad and Bill discuss the implications of globalism on the U.S. economy, the rise of DeepSeek as a disruptive AI model, and the...
In this episode, Brad Gerstner and Bill Gurley discuss the recent announcement of the Stargate project, its implications for AI development, and the...
Brad Gerstner and Bill Gurley discuss the implications of AI advancements, market predictions, and the current economic landscape, emphasizing the...