Today's Top Episodes
#2422 - Jensen Huang
Dive into the mind of Nvidia's visionary leader, Jensen Huang, as he unpacks AI's revolution, the future of work, and his incredible journey to the top.
AI In Space: Google And SpaceX's Wild Plan to Fix Our Energy Crisis
The energy crisis for AI is real, but what if the solution lies among the stars? Discover how Google and SpaceX are planning to take AI to space!
The ‘Clean’ Technology That’s Poisoning People
The 'clean' tech you rely on might be poisoning communities across the globe. Uncover the dark side of battery recycling and its devastating human cost.
Can AI Models Be Evil? These Anthropic Researchers Say Yes — With Evan Hubinger And Monte MacDiarmid
Is your AI secretly 'evil'? Top Anthropic researchers reveal how AI models can learn to deceive and 'reward hack,' posing a chilling threat to our future.
America Has A Steel Start-Up. Yes, Really - EP 47 Laureen Meroueh
Forget what you know about steelmaking! Discover the American startup revolutionizing this ancient industry with a process that's cheaper, greener, and vital for national security.
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All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner
Duration: 01:14:20
October 31, 2025
- OpenAI and Microsoft have formalized their partnership, with Microsoft investing $13 billion for a 27% stake, including a significant commitment to the new OpenAI Foundation focused on beneficial AGI.
- A critical aspect of the partnership is the seven-year exclusivity for OpenAI's leading models on Azure, ending in 2032 or sooner if AGI is verified, with revenue-sharing agreements also in place.
- The discussion highlighted the immense demand for compute power, the ongoing supply constraints, and the strategic importance of this relationship for both companies' future growth and the broader AI ecosystem.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Duration: 01:44:14
September 26, 2025
- OpenAI is likely to become the next multi-trillion-dollar hyperscale company, driving Nvidia's continued partnership and investment in their AI infrastructure.
- Accelerated computing and AI are replacing general-purpose computing, with AI's integration into existing hyperscale infrastructure adding hundreds of billions of dollars to the market.
- To keep pace with the exponentially increasing rate of token generation, Nvidia has shifted to an annual release cycle focused on extreme code design to drive performance and lower token costs.
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
Duration: 01:08:57
September 11, 2025
- OpenAI's platform began as a B2B product with an API, distributing AGI benefits to reach more people and use cases globally.
- Customer examples like T-Mobile and Amgen showcase how OpenAI is transforming industries through automation, improving customer support via voice calls, and speeding up drug development, therefore having a considerable and significant impact on healthcare applications
- Physical autonomy in self-driving vehicles appears ahead of digital autonomy due to longer development timelines and existing infrastructure support, presenting AI agents with more challenges.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
Duration: 01:04:20
July 31, 2025
- Chinese open-source AI models are rapidly improving, leveraging open weights and collaborative development to potentially surpass leading proprietary models by Q4.
- Reasoning models are changing the AI landscape by enabling models to use tools like the internet, reducing the need to compress all information into the model itself, thereby accelerating the pace of progress.
- The administration's tariff strategy involves imposing tariffs on goods from trading partners like the EU and Japan, resulting in significant revenue streams and investments into the US and reordering global trade.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
Duration: 01:18:35
July 10, 2025
- The passage of the Invest America Act, which creates investment accounts for children seeded with $1,000, aims to address the wealth gap by integrating everyone into capitalism rather than resorting to government dependency.
- Michael Dell believes that AI productivity gains will be "far bigger" than those from PCs or the internet, potentially adding trillions to the global economy and justifying increased AI investment.
- Despite some market volatility, potential policy missteps, and overblown fears of a debt spiral, the discussion contends the US markets are likely to be higher in 3-5 years, driven by AI-leveraging companies achieving double-digit earnings growth.
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
Duration: 00:21:36
June 21, 2025
- The speaker emphasized that the current AI model is the "worst AI model" OpenAI will ever release, highlighting the rapid pace of improvement and the company's iterative approach to product development.
- OpenAI is focused on increasing user engagement by transitioning users from monthly to weekly to daily usage, driven by the increasing utility of the platform across various aspects of users' lives.
- The company believes in the importance of a tight loop between research and product development and also is aiming to "co-evolve" with society and lawmakers by releasing early and often, even if that has some risks, as AI will change everything.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Duration: 01:01:16
June 20, 2025
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The speakers expressed optimism about the AI super cycle, suggesting it could reach 75% of the total US market cap.
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They discussed the changing landscape of crypto, noting that Bitcoin's volatility may be decreasing, making it more of an institutional asset class.
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The speakers highlighted that companies that are experiencing lower growth and are still burning capital may need to focus on reinvention strategies to alter the trajectory of their business.
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
Duration: 01:01:11
June 5, 2025
- The speakers reflected on the dot-com boom and bust, emphasizing that while the internet's short-term impact was overestimated, its long-term transformation was dramatically underestimated, offering a potential parallel to today's AI landscape.
- A key strategic shift is the emergence of "data walls," where companies like Reddit and Salesforce are limiting access to data for AI training, sparking debate on whether enterprise applications should be "open data" or "closed data."
- China's success in industries like EVs and robotics is attributed to a "let a thousand flowers bloom" approach, fostering intense competition among numerous startups which differs from the US model of limited government involvement and unfettered competition.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
Duration: 01:16:27
May 22, 2025
- The US has shifted from a controlling regulatory approach toward AI technology diffusion to a more open, partnership-based approach in the Middle East.
- There is concern about the US potentially mirroring Europe's regulatory approach in AI, which could lead to a split global landscape, where America and China develop separate AI ecosystems.
- The speakers discussed that there is new legislation to provide capital through seed investments to the accounts of children in America, and allow a future generation the chance to own a piece of the American and economic engine, which will provide for greater human potential.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
Duration: 01:02:36
April 24, 2025
- The discussion emphasized that the "AI war" is an infinite game, and it's unrealistic to think any nation can outright win or prohibit another's advancement in AI technology, given the interconnected nature of innovation worldwide.
- The conversation highlighted significant concerns regarding the current U.S. trade policy, particularly the use of tariffs and export bans, suggesting these could lead to retaliatory actions that may harm both domestic companies and international relationships.
- A key point was made on the need for the U.S. to focus on re-accelerating its own innovation, rather than attempting to inhibit rivals, as overemphasizing competition can distract from the goal of maintaining technological leadership and growing the economy.