Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

BG2Pod
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Podcast Overview
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
Language
🇺🇲
Publishing Since
1/25/2024
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Recent Episodes

June 11, 2026
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
Host Brad Gerstner interviews Gavin Baker, Andrew Fox, and Clark Tang about the SpaceX IPO, AI compute, and the latest AI model race, offering insights into future market trends.

March 15, 2026
ChatGPT – The Super Assistant Era | BG2 Guest Interview
Altimeter Partner Apoorv Agrawal interviews OpenAI's Nick Turley about ChatGPT's rapid growth and the future of AI assistants.

December 23, 2025
AI Enterprise - Databricks & Glean | BG2 Guest Interview
Apoorv Agrawal interviews Ali Ghodsi and Arvind Jain about the realities of enterprise AI, exploring why many AI projects fail and how proprietary data creates advantages in this candid discussion.
44 total episodes available with 44 transcripts
Recent guests on BG2Pod
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Gavin Baker
Guest
Andrew Fox
Guest
Clark Tang
Guest
Nick Turley
Guest
Apoorv Agrawal
Guest
Ali Ghodsi
Guest
Arvind Jain
Guest
Satya Nadella
Guest
Sam Altman
Guest
Jensen Huang
Guest
Sherwin Wu
Guest
Olivier Godement
Guest
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Frequently asked questions
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- What is BG2Pod?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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