Bg2 Pod
@BG2Pod
Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
BG2 w Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update 👊💥 @altcap @bgurley @MichaelDell
Remember all the talk about scaling limits & GPU pricing pressure due to potential GPU glut? 🧐🧐
Meta’s reply to Stargate comes through Prometheus at 1 GW and Hyperion at 2 GW, running multi-billion-dollar GPU clusters that sit in “tents”. - Meta - Prometheus IT Power by end of 2026 is 1,020MW. The total number of chips used is 500,000. Total compute power is 3,171,044,226…
As discussed @DiabloCanyonCA - need to eliminate the regulatory red tape, advance our supply chains, get cost competitive & BUILD. 💥💥
First step here would be Manhattan project type program to figure out why China & South Korea can land new fission at 1/4th the cost of the US. Thats a solvable problem but the current open market isn’t unlocking it. Likely requires regulatory changes & IP sharing (Navy?).
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META IS MAKING THE BOLDEST AI BET IN BIG TECH As @bgurley put it, “Zuck just bought the 1927 Yankees of AI. Unlimited free agency. No salary cap. All in. This didn’t start with $META. OpenAI and Anthropic were already burning billions, paying talent $10M+, and offering early…
100%. The Trump admin needs to follow through on its repeal of the Biden AI restraints & accelerate the American AI stack around the world. Why is the US gov’t still failing to grant licenses? Jensen coming back on pod in Sept to discuss! @DavidSacks @altcap 🚀🇺🇸
NVIDIA CEO Jensen Huang spoke with Joe and Mika on @Morning_Joe to make one thing clear: U.S. AI leadership depends on developer adoption. The American tech stack should be the world standard — one that developers everywhere want to build upon.
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The INVEST AMERICA ACT. Passed July 4, 2025. Accounts established & funded July 4, 2026. Because every child deserves to share in the upside of America.
The era of Quasi-public companies & private IPOs.
“OpenAI is the most important company of the era. It needs to be public. Trillion-dollar giants shouldn’t stay in the shadows just to enrich insiders. If you won’t face the public markets, you’ll face the regulators.” — Brad Gerstner (@altcap) on @bg2pod Ep. 33
On $META buying ScaleAI. @altcap
“Zuckerberg's in beast mode. Meta is one of the greatest companies on the planet. He's extraordinarily focused on getting AI talent. But why do you think he was willing to pay 100% of the value of a company and only get 49%? Because two years from now, you may be so far…
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@BG2Pod Great update part 2, they put up a slide showing 2030 estimates of market cap via Coatues great research, so I asked ChatGPT to create a chart showing the projected upside to 2030 targets from fridays market cap close and stack rank from top to lowest. $APP top expected…
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THE WORST AI YOU’LL EVER USE IS TODAY’S AI is moving so fast that every model you use now will feel ancient in a year. - @kevinweil That means it’s smart to build products that “just work”, because soon, they’ll work brilliantly. Every product and service is up for…
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THE WORST AI YOU’LL EVER USE IS TODAY’S AI is moving so fast that every model you use now will feel ancient in a year. - @kevinweil That means it’s smart to build products that “just work”, because soon, they’ll work brilliantly. Every product and service is up for…
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Over the past several months, everyone I have spoken to has mentioned that their Google search usage has gone down significantly, and they now use answer engines like @ChatGPTapp and @perplexity_ai . However, I haven't been able to find any quantitative proof of this downturn…
The Invest America Act - part of the BBB expected to pass in July. 38 M kids (born after Dec 31, 2016) will immediately be eligible & all kids born after Dec 31, 2024 will be seeded with a $1000 acct in the S&P 500. A natl 401k from birth - getting all kids in the game! 🇺🇸🇺🇸
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Could not stop watching this! If you love business, investing, ai trends, Crypto, and the future; then you will LOVE this! Filled w facts, given to us by the sharpest people Nice job Philippe, Thomas, @bgurley and @altcap @BG2Pod #POSITIVITY
Great break down. 💥
Brad Gerstner & Bill Gurley just dropped the latest @BG2Pod w/ Coatue’s Thomas & Philippe Laffont at EMW 2025 They went deep in AI's dramatic impact, crazy growth stats from OpenAI, a breakdown of Scale AI deal, IPO market, & more. Top 20 of the 102 slides presented below…