<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future of AI and CapEx, the market’s reactions to the 2024 election, the evolution of search and AI integration, Nasa, SpaceX, &amp; more. Enjoy another episode of BG2.</p> <p><br /></p> <p><br /></p> <p><strong>Timestamps:</strong></p> <p><br /></p> <p>(00:00) Intro</p> <p><br /></p> <p>(00:52) Bill’s Dad | from Nasa to SpaceX</p> <p><br /></p> <p>(06:20) State of VC and Incentives w/ Jamin Ball</p> <p><br /></p> <p>(12:31) Implications of Overcapitalization</p> <p><br /></p> <p>(25:08) The Future of Power Law Returns</p> <p><br /></p> <p>(38:28) The Impact of AI on Investment Strategies</p> <p><br /></p> <p>(46:00) Future of AI and Capital Expenditure</p> <p><br /></p> <p>(52:21) Market Reactions to 2024 Election</p> <p><br /></p> <p>(01:00:45) Evolution of Search and AI Integration</p> <p><br /></p> <p><br /></p> <p>Available on Apple, Spotify, <a href="http://www.bg2pod.com" target="_blank" rel="ugc noopener noreferrer">www.bg2pod.com</a></p> <p><br /></p> <p><br /></p> <p>Follow:</p> <p>Brad Gerstner <a href="https://x.com/altcap" target="_blank" rel="ugc noopener noreferrer">@altcap</a></p> <p>Bill Gurley <a href="https://x.com/bgurley" target="_blank" rel="ugc noopener noreferrer">@bgurley</a></p> <p>BG2 Pod <a href="https://x.com/BG2Pod" target="_blank" rel="ugc noopener noreferrer">@bg2pod</a></p> <p>Jamin Ball <a href="https://x.com/jaminball" target="_blank" rel="ugc noopener noreferrer">@jaminball⁠</a></p> <p><br /></p> <p><strong>Shownotes </strong></p> <p><a href="https://cloudedjudgement.substack.com/⁠" target="_blank" rel="ugc noopener noreferrer">Clouded Judgement Substack</a></p> <p><br /></p> <p><br /></p> <p>#BillGurley #BradGerstner #Bg2Pod</p>

BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod

Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball

OCT 31, 202466 MIN
BG2Pod with Brad Gerstner and Bill Gurley

Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball

OCT 31, 202466 MIN

Description

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week they are joined by Jamin Ball (Partner at Altimeter) to discuss the state of venture capital and incentives, implications of overcapitalization, the future of power law returns, AI’s impact on investment strategies, the future of AI and CapEx, the market’s reactions to the 2024 election, the evolution of search and AI integration, Nasa, SpaceX, &amp; more. Enjoy another episode of BG2.</p> <p><br /></p> <p><br /></p> <p><strong>Timestamps:</strong></p> <p><br /></p> <p>(00:00) Intro</p> <p><br /></p> <p>(00:52) Bill’s Dad | from Nasa to SpaceX</p> <p><br /></p> <p>(06:20) State of VC and Incentives w/ Jamin Ball</p> <p><br /></p> <p>(12:31) Implications of Overcapitalization</p> <p><br /></p> <p>(25:08) The Future of Power Law Returns</p> <p><br /></p> <p>(38:28) The Impact of AI on Investment Strategies</p> <p><br /></p> <p>(46:00) Future of AI and Capital Expenditure</p> <p><br /></p> <p>(52:21) Market Reactions to 2024 Election</p> <p><br /></p> <p>(01:00:45) Evolution of Search and AI Integration</p> <p><br /></p> <p><br /></p> <p>Available on Apple, Spotify, <a href="http://www.bg2pod.com" target="_blank" rel="ugc noopener noreferrer">www.bg2pod.com</a></p> <p><br /></p> <p><br /></p> <p>Follow:</p> <p>Brad Gerstner <a href="https://x.com/altcap" target="_blank" rel="ugc noopener noreferrer">@altcap</a></p> <p>Bill Gurley <a href="https://x.com/bgurley" target="_blank" rel="ugc noopener noreferrer">@bgurley</a></p> <p>BG2 Pod <a href="https://x.com/BG2Pod" target="_blank" rel="ugc noopener noreferrer">@bg2pod</a></p> <p>Jamin Ball <a href="https://x.com/jaminball" target="_blank" rel="ugc noopener noreferrer">@jaminball⁠</a></p> <p><br /></p> <p><strong>Shownotes </strong></p> <p><a href="https://cloudedjudgement.substack.com/⁠" target="_blank" rel="ugc noopener noreferrer">Clouded Judgement Substack</a></p> <p><br /></p> <p><br /></p> <p>#BillGurley #BradGerstner #Bg2Pod</p>