BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03

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  • Опубліковано 5 сер 2024

КОМЕНТАРІ • 269

  • @TickerSymbolYOU
    @TickerSymbolYOU 4 місяці тому +2

    This is straight up the best episode of any AI or investing podcast ever, full stop. Please many more like this!

  • @averagemillennialinvestor
    @averagemillennialinvestor 5 місяців тому +111

    This is great, actually prefer this over All-In because they go in depth into the subject. Hope this continues forever!

    • @MarcioSouza1
      @MarcioSouza1 5 місяців тому +11

      Yeah and zero drama

    • @Will-ht9cg
      @Will-ht9cg 5 місяців тому +1

      No Jlib, I mean Jcal

    • @podangadubukus
      @podangadubukus 5 місяців тому +4

      apples and oranges.... only kids can compare these... both provide great value

    • @lukajorjoliani
      @lukajorjoliani 5 місяців тому

      @@MarcioSouza1disagree, drama makes it spicy.

    • @flourking
      @flourking 5 місяців тому +1

      Plus they’re actually know what they’re talking about on this pod

  • @ryok7041
    @ryok7041 5 місяців тому +77

    Love Brad. But I also want to hear more from Bill Gurley.

    • @lavender2220
      @lavender2220 5 місяців тому +3

      I love Brad's in-depth analyses but it makes it feel like he's lecturing Bill. Might be better for Brad to do ted talk style talks, and let this be a chat.

  • @DashboardCanvas
    @DashboardCanvas 5 місяців тому +14

    I literally skipped forward 7 times and landed at 42:10 before I heard Bill say a word, crazy.

    • @Voltaire80
      @Voltaire80 5 місяців тому +6

      Agree, Brad needs to both LISTEN as well as CHILL THE F OUT. It becomes painful to stick w this.

  • @jarvistothe
    @jarvistothe 5 місяців тому +19

    Loved the episode and I'm a Brad stan, but could we get more balance with Bill? He's got a lot to offer on these topics and would love to hear from him more. Appreciate what you two are doing with the pod, off to a great start in the first few episodes.

  • @brianterrell6418
    @brianterrell6418 5 місяців тому +3

    So stoked to Brad Gerstner and Bill Gurley with their own pod.

  • @nitinb3758
    @nitinb3758 5 місяців тому +31

    Thanks a ton for doing this, guys! Invaluable to so many of us. On the technical questions (e.g., memory), maybe bring on Andrej Karpathy as a guest for one of the episodes and do a full fledged discussion on all the open technical challenges? A state of the tech union of sorts.

  • @ronandyke6562
    @ronandyke6562 5 місяців тому +76

    Brad needs to let Bill talk WAY more!!

  • @gustavo-entrala
    @gustavo-entrala 5 місяців тому +3

    This show is fantastic. Thank you very much for the preparation. Only one thing to improve: let Bill speak more.

  • @SaadAhmed3000
    @SaadAhmed3000 5 місяців тому +71

    This is the podcast I was hoping All-in would be. Investing, markets, tech, no politics

    • @swaggitypigfig8413
      @swaggitypigfig8413 5 місяців тому +2

      💯 More productive discussion and less mud slinging and pettiness.

    • @rollie5579
      @rollie5579 5 місяців тому +1

      EXACTLY!!!!!!!!!

  • @amdave76
    @amdave76 5 місяців тому +28

    I enjoy listening to Gerstner... he has a very clear way to describe his thinking and communicates it well.

  • @muysal81
    @muysal81 5 місяців тому +66

    can Bill Gurley talk more pls?

    • @MrFsith
      @MrFsith 5 місяців тому +3

      Yeah. Brad talked too much. My god.

    • @swaggitypigfig8413
      @swaggitypigfig8413 5 місяців тому +6

      @@MrFsith Brad does seem like a guy who loves the sound of his own voice too much to let someone else talk.

  • @dikshanttahilramani1789
    @dikshanttahilramani1789 5 місяців тому +3

    Amazing episode. This is probably the best pod already! Thanks so much guys! Weekly episodes even if they aren't this dense would be great

  • @mohit9920
    @mohit9920 5 місяців тому +11

    This pod gives me the original Stratechery pod vibes. Brad speaks very much like Ben Thompson and Bill is kinda like James Allworth

  • @dudedood12345
    @dudedood12345 5 місяців тому +4

    NEW EPISODE!! Super excited. Thanks for all the knowledge BG2

  • @antonioCsilveira
    @antonioCsilveira 5 місяців тому +2

    Nice to see you two together in person. Nice production with multiple camera and all

  • @hippocratech
    @hippocratech 5 місяців тому +1

    Loved every All In episode either of you were in. Great to have this now instead!

  • @ANDREWGEN_
    @ANDREWGEN_ 5 місяців тому +2

    Love listening to you even just speculate. So much knowledge in your analyses

  • @lachlanmcritchie7887
    @lachlanmcritchie7887 5 місяців тому +8

    Love listening to your discussions - sending big thanks from Australia! 🦘

  • @ngalawena
    @ngalawena 5 місяців тому +2

    CAP is a fascinating way to translate financial metrics into enduring advantage type analysis. Humans are better at understanding years than irrs

  • @lachlanmorgan9374
    @lachlanmorgan9374 5 місяців тому

    This pod cast is so good … thanks a heap Bill and Brad. Your insights are incredible

  • @shrek22
    @shrek22 5 місяців тому +4

    Bill is the heavy hitter here in terms of insight. appreciate the podcast. my opinion only

  • @nat.serrano
    @nat.serrano 5 місяців тому +2

    Fantastic episode! Masterpiece 🙌🏼 I enjoyed the Google analysis and impact on ads revenue with LLMs. Oh the irony that tech advancements made a company less profitable but customers get more value.

  • @toadybull
    @toadybull 5 місяців тому +1

    Keep it up!! This pod and All In are my favorites

  • @mevitsbricks7202
    @mevitsbricks7202 5 місяців тому +5

    Freaking amazing information! Thank you both for doing this!!

  • @bgbusiness_
    @bgbusiness_ 5 місяців тому +1

    Thank you Bill and Brad!
    This is really one of my top podcasts now that I look forward to.

  • @HerbFerguson64
    @HerbFerguson64 5 місяців тому +2

    Thanks for doing this podcast. This was very compelling and educational on topics Im very interested in

  • @OVOChatgpt
    @OVOChatgpt 5 місяців тому

    Seriously so blessed to get your knowledge guys. This is seriously giving back to people that you have no idea how grateful they are to hear from you.

  • @Ztube111
    @Ztube111 5 місяців тому +2

    Great ideas shared here by both! Only feedback: Would love to hear Bill speak more. 💚

  • @vikrampatel6261
    @vikrampatel6261 5 місяців тому +2

    It’s a pleasure t o listen. Brad ,Amazing energy,

  • @wires__
    @wires__ 5 місяців тому +4

    BG2, ALL IN, and Moment of Zen are the only 3 podcasts I need. Great show!

    • @GrayBlanket
      @GrayBlanket 5 місяців тому

      When Antionio shows up for MoZ, that is! 😄

  • @volcon
    @volcon 5 місяців тому +4

    Ohh yehh. So happy when the notification bell rings ❤ keep it up

  • @hipfonts
    @hipfonts 5 місяців тому

    this is much better than all in podcast. Brad is very smart and I love listening to anything he has to say.

  • @ithinkitworks
    @ithinkitworks 5 місяців тому

    Love All-In and their take on such diverse topics, its amazing to see more of the same theme podcasts!!

  • @yuvalrotem7687
    @yuvalrotem7687 5 місяців тому +2

    Another great discussion. Thank you!

  • @chancemack
    @chancemack 5 місяців тому

    Yall chatting. I love it. Keep up the great work. Great conversation.

  • @Dissolutionsunset
    @Dissolutionsunset 5 місяців тому

    Loving this format!

  • @simonshaw9373
    @simonshaw9373 5 місяців тому

    Love love love this pod. Thanks Brad and Bill. Awesome insightful content. Thank you.

  • @Ryan.G.Spalding
    @Ryan.G.Spalding 5 місяців тому

    This is an insanely good podcast. Keep up the good work. You both are legends.

  • @dafunk1080
    @dafunk1080 5 місяців тому

    This pod is fantastic. Please keep it up, eventually itll have similar numbers to All In, so far it might be better

  • @tusharkhandelwal0709
    @tusharkhandelwal0709 5 місяців тому +1

    You guys are great! Aaron was a very good contra addition. Makes the podcast more spicy and fun. Can you bring more such guests

  • @lukemorton
    @lukemorton 5 місяців тому

    New favourite pod! Bit of feedback:
    - Stronger self-facilitation (no need to add another person, you two are great!)
    - Related to previous point, give more bang for buck per topic by keeping it briefer, maybe this could just be done in editing
    - Defo more speaking time from Bill, absolute legend!
    - More variety of topics, AI focus is really interesting but there must be some many other things going on that you have expertise to talk about
    - Occasional guest like last week definitely welcome but I really think you two are the core strength
    Just keep going. Quality will only improve and it’s already really high.

  • @jonnagap87
    @jonnagap87 5 місяців тому

    Extremely insightful and love the format!

  • @vincentdobson
    @vincentdobson 5 місяців тому +1

    Great pod, thanks guys!

  • @gloriajaimesa2811
    @gloriajaimesa2811 5 місяців тому +1

    this is a gift, really appreciate the blog

  • @TheeShareCropper
    @TheeShareCropper 5 місяців тому +1

    This show is going to be massive. Well done!!

  • @eatlaughandstupid4430
    @eatlaughandstupid4430 5 місяців тому

    great show you two...a must watch...learned a ton...thank you...

  • @oscbit
    @oscbit 5 місяців тому +103

    Pls setup the pod as a UA-cam podcast, so we can listen on UA-cam Music.

    • @Christian-ry3ol
      @Christian-ry3ol 5 місяців тому

      this

    • @tycox9364
      @tycox9364 5 місяців тому

      Interesting

    • @TriEarth96
      @TriEarth96 5 місяців тому

      Found it on X. I find it easier to connect names, companies, and tweets.

    • @jackwilliamburgess
      @jackwilliamburgess 5 місяців тому +2

      That's what Spotify is for, it's free

    • @quyenluu7883
      @quyenluu7883 5 місяців тому +8

      If you have UA-cam premium, you can listen without ads and with the screen off. I love it!

  • @matthewgyorgy756
    @matthewgyorgy756 5 місяців тому +1

    This is amazing, Gents!

  • @JakeXSV
    @JakeXSV 5 місяців тому +1

    Great episode. Keep them coming!

  • @michaelartis1083
    @michaelartis1083 5 місяців тому

    This might be my favorite new podcast. Bravo 👏🏾👏🏾👏🏾

  • @girri
    @girri 5 місяців тому +1

    The analysis here is awesome.

  • @UNITEdotLOVE
    @UNITEdotLOVE 4 місяці тому

    Appreciate y'all! Thank you!

  • @TheKaninrungsardthon
    @TheKaninrungsardthon 5 місяців тому

    Thanks to the amazing two Brads

  • @richardmansfield1013
    @richardmansfield1013 5 місяців тому +1

    you gentleman are spot on with the relevant content of what the unconnected are looking for IMMENSE GRADITUDE

  • @dos-yb1xc
    @dos-yb1xc 5 місяців тому +3

    Amazing thank you

  • @karenmovsisyan4626
    @karenmovsisyan4626 5 місяців тому +1

    Great podcast. Thank you Brad and Bill.
    Small suggestion. Please show charts and tables in full screen, otherwise it’s a real difficult read, especially on a phone.

  • @Jayden-qq1ei
    @Jayden-qq1ei 4 місяці тому

    the memory and conversation piece would be amazing,, great discussion.

  • @Main.Account
    @Main.Account 5 місяців тому

    Great pod. Thanks!

  • @frank7721
    @frank7721 5 місяців тому

    I really appreciate your insight of the AI. It is really awesome !!

  • @user-gk6jk1ms3u
    @user-gk6jk1ms3u 5 місяців тому

    I love this pod. I learn so much

  • @Therathrive
    @Therathrive 5 місяців тому

    Great episode guys!

  • @enRod.
    @enRod. 5 місяців тому +1

    What a great episode!

  • @timjordanLA
    @timjordanLA 4 місяці тому

    Loved it. You guys are great

  • @hl1434
    @hl1434 5 місяців тому

    Full of gold! Love it!

  • @ClimateVC
    @ClimateVC 5 місяців тому

    Highest ROI pod by far. Thank you -- you two are awesome.

  • @pavsoor
    @pavsoor 5 місяців тому +2

    Just 13 minutes in and what an incredible podcast! Thank you for taking time it to share your insights!

  • @mgf503
    @mgf503 5 місяців тому +1

    Fantastic big picture insights. Keep it coming

  • @alanbauchop6291
    @alanbauchop6291 5 місяців тому

    Killer ep, thanks so much

  • @luvodlulisa7883
    @luvodlulisa7883 5 місяців тому +1

    Great pod!

  • @mfu9943
    @mfu9943 5 місяців тому +1

    This is great. More tech, more businesses, less politics than the other show. 😂

  • @TraderMan-dz4mo
    @TraderMan-dz4mo 4 місяці тому

    amazing and insightful discussion. Gives context to why nvidia has such a big moat and why their margins are so high and will continue for a long time. The complexity and challenges in building out

  • @Isaacr90
    @Isaacr90 5 місяців тому +1

    Excited to be an early listener

  • @taniasingh6367
    @taniasingh6367 5 місяців тому +2

    AMAZING!

  • @HassanWorld
    @HassanWorld 5 місяців тому

    Bill Gurley is a genius

  • @yahyejama683
    @yahyejama683 5 місяців тому +4

    Brad, please let Bill speak more

  • @Venturebits
    @Venturebits 5 місяців тому +1

    Great talks, keep on the excellent content

  • @nburne
    @nburne 5 місяців тому

    Great episode guys

  • @KingRichKang
    @KingRichKang 5 місяців тому

    Great podcast thank you

  • @sanesanyo
    @sanesanyo 5 місяців тому

    Been waiting for this, finally 🎉🎉

  • @mikert89
    @mikert89 5 місяців тому +1

    Keep making these!

  • @ArnyTrezzi
    @ArnyTrezzi 5 місяців тому +1

    Best podcast.

  • @willowgarth
    @willowgarth 5 місяців тому

    The All In pod has got competition!

  • @J-rex980
    @J-rex980 5 місяців тому

    Great pod.

  • @dhruvtandon7796
    @dhruvtandon7796 5 місяців тому +2

    Loved the show - sticking to tech and markets is the way !

  • @rebreaville9332
    @rebreaville9332 5 місяців тому

    This is an astonishingly good episode. I am SCIFI writer centered on AI. My take on competing with Nvidia: while hardware is hard, no one thought that China would rise to dominate the car business by “seeing the moment” that BEVs presented. AI hardware is just beginning to get going. Neuromorphiic architectures are still research projects. This is the moment to take your shot. Good luck competing with Jason, who should be much better known as a generational talent. Guy Hooper.

  • @hikeyt2747
    @hikeyt2747 5 місяців тому

    GREAT VIDEO - THANK U ❤

  • @tblankfein8493
    @tblankfein8493 5 місяців тому +2

    This is the old style of the All-in pod where all the talks are focused solely on businesses, and yes, BG2 does it better.

  • @jolyeagle
    @jolyeagle 5 місяців тому +1

    Outstanding

  • @markp1333
    @markp1333 5 місяців тому

    More bill gurley pls

  • @danielmolinadantes4463
    @danielmolinadantes4463 5 місяців тому

    Please remember I was a fan since day 1!!
    Also, do you need assistance w streaming management?

  • @calvinwong2760
    @calvinwong2760 5 місяців тому +7

    Liked Brad's insights when he was a guest on ALL-IN Pod and CNBC. Glad to see he has his own platform now!

  • @tvm73827
    @tvm73827 5 місяців тому +2

    Brad is a cold animal. He implied his assistant was of below average intelligence on the air! Must be hard working for such a guy!!

    • @christopherlai
      @christopherlai 5 місяців тому

      I think he said “above average intelligence l”

    • @tvm73827
      @tvm73827 5 місяців тому

      @@christopherlaiWhew! Did he? Their job is safe now.

  • @franknyantekyi565
    @franknyantekyi565 5 місяців тому

    Loved this episode!!! Where is the next? I cant wait 😢

  • @SD-ik3fb
    @SD-ik3fb 5 місяців тому

    So I have now watched all 3 BG2 Pods. This is beyond FANTASTIC. Thanks you for sharing your insights and wisdom. You all are so damn smart and the fact that you are willing to share your insights is way beyond generous and helps guys like me learn. THANK YOU !

  • @BlakeWalsh
    @BlakeWalsh 5 місяців тому

    Please put the visuals in the podcast feed! Only come here when listening to the pod to find out what “this green line on this chart” is even referring to. Either in the description with links to hosted images and timestamps OR leverage the standard of chapters and chapter title art.

  • @PaulRiddle0
    @PaulRiddle0 5 місяців тому +2

    Please more Bill talk

  • @ericchang9568
    @ericchang9568 5 місяців тому +2

    re 29:10 - To incorporate memory (user history), you may not need to retrain the model, rather just retrieve and use those history as (part of the) prompt.

    • @StephenCoy
      @StephenCoy 5 місяців тому +1

      This is why Gemini 1.5s huge context window is so interesting. Not even retrieval, just long context window could do memory

  • @jleezy718
    @jleezy718 5 місяців тому +3

    great pod but I feel brad gets a bit too excited and talks over bill a bit. pod would be even better if brad could let bill finish his chain of thought and allow for pauses. the dynamic is improving and this could be an all time series! great stuff keep it going!

  • @Slant88
    @Slant88 5 місяців тому

    Pod is🔥