Episode · BG2 Pod · 2024-09-25
Books mentioned on Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more.
Brad Gerstner discussed Crossing the Chasm by Geoffrey A. Moore.
Books mentioned, in the order they came up
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Crossing the Chasm
Crossing the Chasm by Geoffrey A.
Discussed“And I like to think about it in the framework of crossing the chasm. You basically you're selling only to laggards. And that's very difficult for for especially for a capital-intensive startup to be selling only to laggards.”
Where to get it
