Episode · BG2 Pod · 2024-02-22
Books mentioned on BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more.
Other mentions in this episode (1) — ad reads, self-promotion and passing references, never counted
Passing The Rational Optimist
“It moved humanity forward back to Ridley's idea of ideas having sex, right? Like it just allowed us to have more ideas, collect more information, exchange more information.”