Lépjen offline állapotba az Player FM alkalmazással!
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
Manage episode 447836517 series 3555190
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future of AI and CapEx, the market’s reactions to the 2024 election, the evolution of search and AI integration, Nasa, SpaceX, & more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(00:52) Bill’s Dad | from Nasa to SpaceX
(06:20) State of VC and Incentives w/ Jamin Ball
(12:31) Implications of Overcapitalization
(25:08) The Future of Power Law Returns
(38:28) The Impact of AI on Investment Strategies
(46:00) Future of AI and Capital Expenditure
(52:21) Market Reactions to 2024 Election
(01:00:45) Evolution of Search and AI Integration
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Jamin Ball @jaminball
Shownotes
#BillGurley #BradGerstner #Bg2Pod
27 epizódok
Manage episode 447836517 series 3555190
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future of AI and CapEx, the market’s reactions to the 2024 election, the evolution of search and AI integration, Nasa, SpaceX, & more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(00:52) Bill’s Dad | from Nasa to SpaceX
(06:20) State of VC and Incentives w/ Jamin Ball
(12:31) Implications of Overcapitalization
(25:08) The Future of Power Law Returns
(38:28) The Impact of AI on Investment Strategies
(46:00) Future of AI and Capital Expenditure
(52:21) Market Reactions to 2024 Election
(01:00:45) Evolution of Search and AI Integration
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Jamin Ball @jaminball
Shownotes
#BillGurley #BradGerstner #Bg2Pod
27 epizódok
Tous les épisodes
×Üdvözlünk a Player FM-nél!
A Player FM lejátszó az internetet böngészi a kiváló minőségű podcastok után, hogy ön élvezhesse azokat. Ez a legjobb podcast-alkalmazás, Androidon, iPhone-on és a weben is működik. Jelentkezzen be az feliratkozások szinkronizálásához az eszközök között.