Відео

Thanks BG2 for your takes on the market and informing all of us. Stay blessed

this is awesome to hear you both think through the market in such great detail, keep it up!

Brad, you have been advocating that every child be funded with $1K at birth by the Government that it grows to a sizable amount by the time the child becomes an adult. You met some members of the Congress if my memory is correct. In my opinion, the calcium CT scan also needs an advocate such as you. Thanks for the selfless good work.

Brad, this is a great pod cast, thanks for all the charts!

51:11 Are you on crack?! You just said that the government of Texas was trying to mandate this cheap and effective treatment, but the corporate lobby and special interests fought it. Then you say that this is an example of 'government getting in the way of technology'?! Buddy, your 'guberment bad' bias is showing.

The only clear thing is that the VC and Finance folks who claim they are the 'smartest people in the room' are truly the most idiotic and dumb.

the openai voice demo was faked.

Brad is one of those ppl that is a zero interest rate phenomenon. Never actually done anything but collect fees and watch numbers go up on a chart. ☮️

One of the best podcast right now.

quality analysis, thanks. the kind of quality that your friends over at All-In used to do before they got seduced by politics and the attention they're getting from that.

Can’t respect you with these glasses on

great pod!

Biden is still head and shoulders above Trump in terms of depth of knowledge and integrity. If your relationship with the U.S. and it's democratic institutions is only purely transactional and short-term, you'll pick Trump. That isn't my M.O., so will vote against him.

This is why i used to tune in to the ALLIN POD. But now they has gone power grab mad.

The risk is some new idea emerges that performs just as well at a fraction of compute.

Thank you Great work

Can you gents find the time to do this weekly please?

CT calcium score is criticized on the basis of not enough randomized experimental data supporting its use.

Thank you for my TechMarkets intelligence analysis!

Incredibly timely and cogent discussion on Capex v. Return on AI investments. Excellent!

Great pod - and good push on both sides of where the compute spend will go. My guess is that there will be selective winners on compute - Microsoft, Google, Amazon - and most of the future demand will come from a) LLM architecture evolving (by virtue of research driven by current foundational model companies) and improving beyond its current limitations (which will reinforce scaling laws) b) use cases like autonomous driving, AlphaFold/AlphaGeometry, etc. which require massive compute, and will drive true compute demand in new areas beyond just LLMs (Outside of the 3 big ones, the rest will likely fall into the telco/infrastructure investment category, where most of the value capture will be on the application layer side)

Doctors get paid for sick care not healthy care..

Yes; all betting on building bigger and bigger LLMs …simply because people are afraid of potentially being left behind. But it doesn’t mean they won’t all hit the same wall - won’t scale. Billions to train new AI? Smaller LLMs and multi LLMs could work better.

The urge to watch the bg2 pod as soon as possible 💪

The other 495 are not all down, there are gems like AnF for example. Would be good to get commentary on companies ogher than mag 7

LLM diminishing returns... just compare the facebook 70B vs 8B vs chatgpt. Sure there are differences in some cases, but even the 8B is really good enough for general usage.

On the GS report, spending for stock price is easier. When I was at Qualcomm Strategy, it's 'easy' to spend billions without use case when the stock price is doing well, when revenue is growing 100% every quarter. At one point, we had hands in every semi products that have $1B revenue/year on the planet. Obviously, not everything worked out. But to have that kind of investments available to tech without business was simple when stock and revenue are growing at very high rate.

Bill pumping Zillow with the cap!

How is there a %60 chance that a convicted felon con man is going to be our next president, we are f'ed!!!!

Just to clarify from today's pod. The Trump corporate tax cuts were permanent. The individual tax cuts end in 2025 (because they used reconciliation).

There are also studies suggesting copilots make white-collar workers 30-50% more productive ALREADY. Now, just multiply these productivity gains by the share of white-collar work of GDP (there is your return). Keep in mind the LLMs are also getting better.

I wonder if the Vet clinic can get a referral to the Calcium CTC scan?

Best pod

I don't see any political comments in the timestamps. Thank you.

Thanks. Another interesting conversation… and the Calcium CT scan information is a boon to your listeners.

Ai investment has prisoner Dilemma dynamics. As long as the scaling hypothesis holds, ai investment will rise to the maximum that corporate balance sheets can sustain. If the scaling hypothesis holds beyond that level, nation states will grab the baton.

I buy QQQs every month. Relentless bid. Wake me up in a decade.

Best business pod on the planet. Thanks guys.

excellent job guys, thank you

Many aspects of the tax cut are ending in 2025 but the corporate tax will remain at 21% unless Congress changes that rate again.

Does Brad like to wear those red glasses when he has a bearish outlook on the markets?

The excitement I previously got from seeing the thumbnail of a new all in ep has 100% transferred to this one. Keep up the great work 🤘

Bill, thank you for nudging CT scans!

Keep going guys

Love this pod, thank you gentlemen for staying in the markets and out of politics 🙏🏼 that’s exactly what I am looking for in a pod.

Great chart on the PE ratios right before the pullback. Thanks for sharing these insights for free!

Great discussion as always. You guys have a great chemistry together & the content & subject matter is always interesting. Thank you both.

‘21 multiples were driven by 0-1% 10 year treasury yields. That is probably not the right compare unless rates go back there.

I like that you guys cover markets and tech more often than all in.

Wow Bubbles has come a long way since the Trailer Park Boys. It's amazing what some good booklearnin' can do.