BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02
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- Опубліковано 5 сер 2024
- Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software valuations, public markets earnings, all things AI and legal immigration. Enjoy another Episode of Bg2.
Timestamps:
(0:00) Introduction
(3:58) Software Valuations/Multiples
(28:39) Public Markets Earnings Breakdown
(43:04) All Things AI
(1:15:00) Legal Immigration
Available on Apple, Spotify, www.linktr.ee/bg2pod
Follow:
Brad Gerstner @altcap / altcap
Bill Gurley @gurley / bgurley
Aaron Levie @levie / levie
BG2 Pod @bg2pod / bg2pod
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So i get to watch Gurley & Gerstner today..& probably in the next 24 hours i get to watch All In. This is just great!
All in is republican crap. This is better
Amazing pod! Candidly, takes the best of All-In - the analysis - and delves even deeper and for much longer, really exploring what it means to be an Analyst; clear path to my #1 fav pod!!
The Aaron Levie reactions to the profound things being said - about at-scale ad platforms growing engagement a bunch and monetization, as well as cloud providers adding $15 B in ARR etc - are priceless and really help to highlight the profound growth and opportunity, given Levie being such a tech leader and astute analyst of business. Really interesting and fun!
I am a huge all-in fan since episode 1. But this is something else. This is a finance focused business podcast. The graphs that Brad’s research team has put together with his commentary are extremely valuable, you won’t find this anywhere on UA-cam. I am not sure how long he’s going to share these. Its like open-source/e/acc/tech merged with elite Wall Street. Its a weird new combo but I love it.
All in just got way too political over time.
@@SahajSingh 🎯💯 Sacks makes it hard for me to watch.
Super high quality discussion. Listened to it 2x already! Love the charts/data as well. Thanks!
I never comment on UA-cam videos but THANK YOU for starting a podcast together. Frequently searching for new content you guys are featured in. So excited for this! 🙌🏼
This is so much better than All-In. Very grateful to discover your show.
Great start, keep at it BG2! Absolutely stoked on the Big Think conversations. J-Cal and crew need to stay on their toes 😉
I had been logging onto the page the whole weekend to check where is the second show! And finally here it is!
Me too! Got a little worried :)
H1B visas have been a problem for decades. I worked with this problem in the mid-90’s. It’s insanity.
So glad this exists
So excited I found this channel. Brad is phenomenal and love what he's doing with Invest America!
Voting for Levie as third bestie!
We were just another company until we learned how to collect money faster. Then we started buying and modernizing all our equipment. 100% owned, Building, Equipment and trucks. 👊👊👊
I am glad Aaron called out the H1B visa injustice. More power to you guys!
Love the pod cast and the format. I agree with others that it's better than All In. You guys take more of an analytical approach with the data to back it up. Well done! Subscribed and will continue to tune for more insight.
Amazing content, great job everyone! Listening to this while eating a Raclette in Switzerland ;)
Waaay better than all in.
Because: focused, terse, content not personalities
The show all in was meant to be without the politics. Good to have both
Brad, another grade pod. Can you please have on Alex Karp of PLTR
Thanks so much for making this information free. 🙏🙏🙏❤️
Thanks for doing this guys. Such valuable insight
Content rich talk, had to come back and watch this 2wks later. Awesome!!
Brilliant! Thank you gentlemen.
Great energy and discussion. Love it!
Excited for this pod. Intro song is hilarious. Gotta hang this one up and get something new.
Absolutely love this! Please keep making videos 🎉
Levie just confirmed what the AI job arc is gonna look like. Automate the knowledge work and let a VA manage the machine. No surprise there.
Here at under 6k subs, this is going to explode
Great podcast, will be watching every episode! Would love if ya'll could bring on Gavin! Enjoyed that talk you had a few weeks ago.
Please keep it up, loving it ❤
Keep making pods!
A business/tech podcast that didnt use the word neocon once....finally.
New listener but this feels like it fits into the rotation well. Great pod.
Aaron definitely on the Adheralls
great pod...
This is top tier
Thank you for sharing all this knowledge and experience. Such and incredible pod! "I think you should short your friends portfolio", lol.
The discussion around granting every h1b visa request was bizarre... There currently is a glut of tech workers and not enough jobs, granting more h1b visas would not help the situation. Lots of current visa holders are also having to return to their home countries because there aren't enough tech jobs.
Aaron's immigration thesis has been a central focus of mine for some time now as a non-resident founder, with a markedly different twist. In the absence of an available pathway to residence, how can founders and professionals still have "digital residence" that gives unrestricted access to corporate and financial systems, capital, and other services required to achieve the same kind of impact, while operating from outside the US.
This is nice
No bigger proponent of people losing their livelihood than Gerstner
Great convo! Can we get the slides for the pod? Not quite clear enough to read from screenshots.
Is this the All-Out Podcast?
All-In + BG2 need to create Genius ^2 Channel, sorta like Sport+ will be for the upcoming ESPN + + + sports stream.
👍🔥💪😎Thank you all ! Learning by listening and taking notes. I appreciate your effort and time invested in creating these interesting & valuable pods ❤ Brad Gerstner @altcap - Bill Gurley @gurley - Aaron Levie @levie - BG2 Pod @bg2pod 🔥😎
Hey Brad, I love your slide decks and am a big fan of your charts. Could you please share the slide deck if possible? Thanks a lot in advance.
Thanks BG2. Big fan Brad. Keep rocking those CNBC appearances 🎉🎉.
love that gerstner is long GOOGL now
this is the highest value to subscriber count ratio podcast in the world. it won't be for long
i seriously doubt immigration limitations are why they are hiring in Poland lmao
“Different podcast” 😂😂
What are those long things attached to Bill Gurley’s AirPods?
wait, a group of SV tech guys playing a "Ronald Reagan clip" then agreeing! :) all jokes aside, great episode.
When is episode 3!
been waiting every day....thanks. can we buy into you company too
Billionaire VC says that the government is nailing it. 😂😂😂
Gerstner, your mic always sounds far-away/echo-y/thin. Just fyi to be helpful. Great episode, thanks!
Thoughts on 42:38?
Gurley should just be added to all in
I like Bard/Gemini better than ChatGPT The latter always says its not current Only until 2021 Perhaps I need to look again
I can feel it, my peasant brain is growing
47:59 maybe on your iPhone I can send you a screen recording I just get the player faces and names no links
Just because they are skilled, it does not mean that they share our values. Just look at the vehement opposition to the caste legislation in California by rich indian community.
The intro music is cool except when the "B G" vocal comes in. That just kills the vibe and it goes from refreshing, chill to boomer core. Please edit it out.
1:16:00 To put the H1B issue as the most insane thing our country is doing is just myopic. So many bigger issues to consider.
On top of that, why not train up and employ Americans. There were massive layoffs over the last couple years. Why can't Americans do these jobs? Does education need to change?
Bring over the top of the top but a lot of H1Bs are just senior level engineers that aren't exactly running the Manhattan Project when they get here.
He continue to speak about META as if he's the co-founder of META .
This is meant to be constructive - I think the pod is worthy, and can grow (with some focus)
This is not meant to be (too) harsh... Bill is awesome - when he talks, you find yourself replaying (in your mind) what he says to make sure you grok it fully. Brad is obviously smart, however (again not meant to be too harsh), he's boring... he's like the professor in college you couldn't sit through the whole lecture listening to...
Suggestion:
Play to your strengths - don't need more Bill (that's not his personality), however Brad needs to tonedown the monologues... (case in point: you had Aaron on, and for some reason Brad chose to talk more than 10 min straight without even asking a question).
Or don't evolve... this will remain a nice little pod - that's fine too.
At 1:13:07, I disagree with Bill about having to redo AI models for each individual in order to create a personal assistant. A real-life personal assistant doesn't know all your emails, all your contacts, etc... They know preferences, behaviors, etc... and can apply them in different contexts. You need the AI to have access to your emails, calendar, contacts and they can reference these to get tasks done (like a real-life assistant would do).
The new guy was definitevely on cocaine.
Please get Friedburg as a permanent guest so I have no reason to watch All-in anymore
No thanks. I enjoy the dynamic over at All-In very much. Do I have notes? Of course, but the show is fantastic
Fair enough. Tbh it’s just a small wish i know will never come true anyway :)
Shows like this one dilute a lot of the value i used to get from all-in, and tbh im not liking the direction the show is taking in terms of content. Topics about politics are taking a bigger portion of the show and while i enjoy those discussions, in all-in they are being very one sided. They used to clash/discuss much more on this topic but JCal seems like he stopped enjoying being a punching bag and just goes along with what the rest say.
As far as immigration, perhaps the US should get back to educating its kids, whether black, brown or white. The country would be better off than focusing on bringing in outsiders from better education systems. Too many US school systems have kids that can't do math at all. If should embarrass everyone in the country that the US education system can't supply enough intelligent young people.
Hiring in Poland LOL. That's outsourcing not because you can't find US candidates. Lame excuse
why do Americans feel that every global enterprise needs to be founded in the USA and its a catastrophe if its founded somewhere else? The argument that they should absorb all the world's talent is so short sighted.
Woah don't ban be cool guys but are you guys married middle and right look cute
In my opinion, Levie did not have any valuable insights....instead of talking around in every podcast and youtube channel, i believe it would be better to concentrate on his own business and how it is being disrupted by every startup...