BG2Pod with Brad Gerstner and Bill Gurley

Episodios disponibles

5 de 38

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explores how OpenAI is reshaping enterprise with Sherwin Wu, Head of Engineering OpenAI Platform, and Olivier Godement, Head of Product OpenAI Platform. From T-Mobile’s AI voice support to Amgen’s drug breakthroughs to Los Alamos’ air-gapped supercomputer—this episode dives into the real world of AI at scale. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:50) OpenAI’s Enterprise Mission: Beyond ChatGPT(06:00) Case Study: T-Mobile <> Voice & Support (11:30) Case Study: Amgen <> Accelerating Drug Development(13:45) Case Study: Los Alamos National Lab (17:00) Why 95% of AI Deployments Fail?(20:30) Physical vs Digital Autonomy: Scaffolding & Infrastructure(26:00) GPT-5: Release, Benchmarks vs Behavior(30:00) GPT-5 Feedback: Instruction Following, Hallucinations, Code Quality(33:00) Multimodality: Text, Voice, and Video(35:30) Audio: Realtime API vs Stitched Audio(38:00) Model Customization & Reinforcement Fine-Tuning (RFT)(43:00) Rapid Fire: Long/Short Picks (1:03:00) Highlights and Lowlights @ OpenAIShow Notes:T-Mobile Partnership: https://www.t-mobile.com/news/business/t-mobile-launches-intentcx-with-openaiAmgen Partnership: https://openai.com/index/gpt-5-amgen/Los Alamos Partnership: https://www.lanl.gov/media/news/0130-open-aiMIT AI Report: https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdfProduced by Dan ShevchukMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2PodApoorv Agrawal @apoorv03 https://x.com/apoorv03Sherwin Wu @sherwinwu https://x.com/sherwinwuOlivier Godement @oliviergodement https://x.com/oliviergodement
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1:08:57
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1:08:57
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade—and what America must do to win the global tech race. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:20) OpenAI, Anthropic, Private Market Overheating(03:30) China's Role in the Global Tech Order(04:50) Why Bill Went to China(06:40) Dan Wang's Breakneck: Engineers vs Lawyers(10:30) Xiaomi, BYD, and Auto Innovation(14:00) Factory Productivity, Automation, and the Jobs Debate(15:20) Open Source Model Culture in China(19:30) Can the US Compete Without Reform?(23:30) Tariffs, Trade Deals, and a Path to Cooperation(28:00) Waymo, Baidu, and Cost Innovation(33:00) Is China Winning Global Trade?(36:30) Debunking the Subsidy Narrative(38:30) What the CEOs Who Visit China Actually Say(41:30) China's AI Ecosystem: DeepSeek, Qwen, Alibaba Cloud(44:00) Open Source in China and the US: Strategic Choices(48:00) VC Pullback from China & What's Still Happening on the Ground(53:00) China's New K-Visa vs US Skilled Immigration Policies(56:30) Gurley: Read Dan Wang’s Breakneck, Watch the Ground Game(01:03:00) VC Pullback from ChinaShow Notes:Open Source Development in China https://merics.org/sites/default/files/2021-05/MERICS%20Primer%20Open%20Source%202021_0.pdfLei Jun 2024 Annual Speech: https://www.youtube.com/live/l5f3wvLwLXYProduced by Dan ShevchukMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod
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1:06:32
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1:06:32
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(3:55) Open-Source Models in China(17:54) Future of American Open-Source Models(26:30) Compute Arms Race(47:05) China, Tariffs, and Reordering of Global TradeShow Notes:Artificial Analysis - Intelligence vs. PriceMary Meeker Bond Deck Produced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod
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1:04:20
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1:04:20
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(4:13) Lessons from the 90’s at Dell(8:37) Invest America Act Signed Into Law(27:12) Government Spending and Budget Deficit(36:05) The AI Talent War (46:25) AI's Role in Economic Growth and Productivity(53:42) AI Compute–Explosion in Demand(1:03:53) Market CheckShow Notes:Invest AmericaNext Gen Personal FinancePlay Nice But Win: A CEO's Journey from Founder to LeaderMilken Institute: The Economic Impact of Invest America AccountsProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2podMichael Dell @MichaelDell
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1:18:35
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1:18:35
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | 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, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2!Show Notes:Coatue EMW 2025 SlidesAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurleyKevin Weil @kevinweilBG2 Pod @bg2pod
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21:36
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21:36