Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(01:40) Grok 3
(05:55) Grok’s Leverage of X Platform
(07:25) AI Consumer Market & SEO
(23:04) AI Memory
(26:15) AI Voice
(29:05) Future AI Assets
(33:29) AI Acceleration in China
(36:09) Regulatory Challenges
(37:46) AI CapEx and Investing Dynamics
(48:38) Government Spending + DOGE
(1:00:51) Golden State Warriors
Available on Apple, Spotify, www.bg2pod.com
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Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod