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.
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.
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.
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.
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.
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.
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
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.
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 !
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.
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.
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!
This is straight up the best episode of any AI or investing podcast ever, full stop. Please many more like this!
This is great, actually prefer this over All-In because they go in depth into the subject. Hope this continues forever!
Yeah and zero drama
No Jlib, I mean Jcal
apples and oranges.... only kids can compare these... both provide great value
@@MarcioSouza1disagree, drama makes it spicy.
Plus they’re actually know what they’re talking about on this pod
Love Brad. But I also want to hear more from Bill Gurley.
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.
I literally skipped forward 7 times and landed at 42:10 before I heard Bill say a word, crazy.
Agree, Brad needs to both LISTEN as well as CHILL THE F OUT. It becomes painful to stick w this.
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.
So stoked to Brad Gerstner and Bill Gurley with their own pod.
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.
Brad needs to let Bill talk WAY more!!
💯
This show is fantastic. Thank you very much for the preparation. Only one thing to improve: let Bill speak more.
This is the podcast I was hoping All-in would be. Investing, markets, tech, no politics
💯 More productive discussion and less mud slinging and pettiness.
EXACTLY!!!!!!!!!
I enjoy listening to Gerstner... he has a very clear way to describe his thinking and communicates it well.
can Bill Gurley talk more pls?
Yeah. Brad talked too much. My god.
@@MrFsith Brad does seem like a guy who loves the sound of his own voice too much to let someone else talk.
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
This pod gives me the original Stratechery pod vibes. Brad speaks very much like Ben Thompson and Bill is kinda like James Allworth
NEW EPISODE!! Super excited. Thanks for all the knowledge BG2
Nice to see you two together in person. Nice production with multiple camera and all
Loved every All In episode either of you were in. Great to have this now instead!
Love listening to you even just speculate. So much knowledge in your analyses
Love listening to your discussions - sending big thanks from Australia! 🦘
CAP is a fascinating way to translate financial metrics into enduring advantage type analysis. Humans are better at understanding years than irrs
This pod cast is so good … thanks a heap Bill and Brad. Your insights are incredible
Bill is the heavy hitter here in terms of insight. appreciate the podcast. my opinion only
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.
Keep it up!! This pod and All In are my favorites
Freaking amazing information! Thank you both for doing this!!
Thank you Bill and Brad!
This is really one of my top podcasts now that I look forward to.
Thanks for doing this podcast. This was very compelling and educational on topics Im very interested in
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.
Great ideas shared here by both! Only feedback: Would love to hear Bill speak more. 💚
It’s a pleasure t o listen. Brad ,Amazing energy,
BG2, ALL IN, and Moment of Zen are the only 3 podcasts I need. Great show!
When Antionio shows up for MoZ, that is! 😄
Ohh yehh. So happy when the notification bell rings ❤ keep it up
this is much better than all in podcast. Brad is very smart and I love listening to anything he has to say.
Love All-In and their take on such diverse topics, its amazing to see more of the same theme podcasts!!
Another great discussion. Thank you!
Yall chatting. I love it. Keep up the great work. Great conversation.
Loving this format!
Love love love this pod. Thanks Brad and Bill. Awesome insightful content. Thank you.
This is an insanely good podcast. Keep up the good work. You both are legends.
This pod is fantastic. Please keep it up, eventually itll have similar numbers to All In, so far it might be better
You guys are great! Aaron was a very good contra addition. Makes the podcast more spicy and fun. Can you bring more such guests
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.
Extremely insightful and love the format!
Great pod, thanks guys!
this is a gift, really appreciate the blog
This show is going to be massive. Well done!!
great show you two...a must watch...learned a ton...thank you...
Pls setup the pod as a UA-cam podcast, so we can listen on UA-cam Music.
this
Interesting
Found it on X. I find it easier to connect names, companies, and tweets.
That's what Spotify is for, it's free
If you have UA-cam premium, you can listen without ads and with the screen off. I love it!
This is amazing, Gents!
Great episode. Keep them coming!
This might be my favorite new podcast. Bravo 👏🏾👏🏾👏🏾
The analysis here is awesome.
Appreciate y'all! Thank you!
Thanks to the amazing two Brads
you gentleman are spot on with the relevant content of what the unconnected are looking for IMMENSE GRADITUDE
Amazing thank you
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.
the memory and conversation piece would be amazing,, great discussion.
Great pod. Thanks!
I really appreciate your insight of the AI. It is really awesome !!
I love this pod. I learn so much
Great episode guys!
What a great episode!
Loved it. You guys are great
Full of gold! Love it!
Highest ROI pod by far. Thank you -- you two are awesome.
Just 13 minutes in and what an incredible podcast! Thank you for taking time it to share your insights!
Fantastic big picture insights. Keep it coming
Killer ep, thanks so much
Great pod!
This is great. More tech, more businesses, less politics than the other show. 😂
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
Excited to be an early listener
AMAZING!
Bill Gurley is a genius
Brad, please let Bill speak more
Great talks, keep on the excellent content
Great episode guys
Great podcast thank you
Been waiting for this, finally 🎉🎉
Keep making these!
Best podcast.
The All In pod has got competition!
Great pod.
Loved the show - sticking to tech and markets is the way !
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.
GREAT VIDEO - THANK U ❤
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.
Outstanding
More bill gurley pls
Please remember I was a fan since day 1!!
Also, do you need assistance w streaming management?
Liked Brad's insights when he was a guest on ALL-IN Pod and CNBC. Glad to see he has his own platform now!
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!!
I think he said “above average intelligence l”
@@christopherlaiWhew! Did he? Their job is safe now.
Loved this episode!!! Where is the next? I cant wait 😢
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 !
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.
Please more Bill talk
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.
This is why Gemini 1.5s huge context window is so interesting. Not even retrieval, just long context window could do memory
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!
Pod is🔥