
BG2Pod
Hosted by Bill Gurley and Brad Gerstner and Apoorv Agrawal and Clark Tang · BG2Pod
4.7from 1,227 ratings
- 45
- Episodes
- 45
- Transcribed
- 1,227
- Ratings
- Bi-weekly
- Cadence
- 2024
- First episode
- 3M
- YouTube views
About BG2Pod
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
- Publisher
- BG2Pod
- Category
- technology
- Language
- en
- Explicit
- No
- First episode
- 25 Jan 2024
- Latest episode
- 15 Oct 2026
Latest episodes
45 of 45 episodes have a transcript.

15 Oct 2026TRANSCRIPT
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more

11 Jun 2026TRANSCRIPT
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

15 Mar 2026TRANSCRIPT
ChatGPT – The Super Assistant Era | BG2 Guest Interview
Inside a recent episode

Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Published 15 Oct 2026 · Transcript excerpt
[…] And all of that thinking, all of that exploration just takes a lot more compute. And, and not on top of that, because it's able to now do productive things, we're going to use it for more things. And so the compounding of both, it uses more compute to do its job, but it's doing a good job. And if we're going to plot, we're going to hire it to do more jobs. Okay. And so that all compounds. At this point, I would say that the big observation from last year is that on the one hand, we want the models to get better and better, and we still want the models to get better. And the scaling laws of models are going to continue. […]
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See plansWho has been a guest on BG2Pod
Names identified in recent episode analyses. Showing up to five guests.
- Jensen Huang
- Gavin Baker
- Andrew Fox
- Nick Turley
- Ali Ghodsi
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 2,713,284
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.7 / 5
- 457 ratings
- Spotify
- 4.8 / 5
- 770 ratings
Podcast Authority Score: 84 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 71
- Social presence
- 97
- YouTube
- 93
- Engagement
- 99
Contact BG2Pod
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about BG2Pod
Who hosts BG2Pod?
Bill Gurley and Brad Gerstner and Apoorv Agrawal and Clark Tang host the show. Published by BG2Pod.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does BG2Pod take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
45 of 45 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of BG2Pod?
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