Episode · BG2 Pod · 2024-01-25
Books mentioned on BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01
The rumors were true. Enjoy another Episode of Bg2.
Bill Gurley recommended The Rational Optimist by Matt Ridley and How Innovation Works by Matt Ridley, and discussed Who Says Elephants Can't Dance? by Louis V. Gerstner Jr. and The Wealth of Nations by Adam Smith.
Books mentioned, in the order they came up
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Who Says Elephants Can't Dance?
Discussed“remember the I think it was Lou Gerson who wrote the book elephants can dance right there was this idea that elephants can't dance the companies get large they can't innovate they can't earn a great return on Capital and So eventually they get competed away”
Where to get it
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The Wealth of Nations
Why people recommend it: Adam Smith's The Wealth of Nations is a foundational 1776 text by the Scottish economist often regarded as the father of modern capitalism, examining the nature and causes of national prosperity through free markets and division of labor.
Discussed“remember Adam Smith's wealth of Nation about free market capitalism published in like 1775 1780 and so we have free market capitalism Market democracies introduced into the world about that point in time”
Where to get it
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The Rational Optimist
The Rational Optimist by Matt Ridley is a bold exploration of human history that argues prosperity and rising living standards are driven by trade, innovation, and the free exchange of ideas.
Recommended“I would highly encourage listeners to read two books uh the first one is the rational Optimist by Matt Ridley and the second one is how Innovation Works also by Matt Ridley and they should be read in that order”
Where to get it
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How Innovation Works
How Innovation Works by Matt Ridley explores the origins of incredible inventions and historical developments, arguing that innovation thrives on freedom and acts as the parent of prosperity.
Recommended“I would highly encourage listeners to read two books uh the first one is the rational Optimist by Matt Ridley and the second one is how Innovation Works also by Matt Ridley and they should be read in that order”
Where to get it



