Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
NOV 21, 202463 MIN
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
NOV 21, 202463 MIN
Description
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws, the future of inference, AI memory and actions, National Full Self-Driving Regulations, FSD 13, Robotaxi and Waymo, Department of Government Efficiency (DOGE), & more. Enjoy another episode of BG2.</p>
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<p><strong>Timestamps:</strong></p>
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<p>(00:00) Intro</p>
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<p>(02:00) AI Scaling Laws</p>
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<p>(05:54) Implications of AI Scaling Trends</p>
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<p>(12:20) The Future of Inference and Data Quality</p>
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<p>(17:51) AI Memory and Actions</p>
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<p>(21:47) National Full Self-Driving Regulation</p>
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<p>(23:14) FSD 13</p>
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<p>(29:41) Market Disruption: Winners and Losers in the Auto Industry</p>
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<p>(31:18) The Future of OEM’s</p>
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<p>(40:41) Department of Government Efficiency (DOGE)</p>
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<p>(54:47) Tech Market Check</p>
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<p>Available on Apple, Spotify, <a href="http://www.bg2pod.com" rel="ugc noopener noreferrer" target="_blank">www.bg2pod.com</a></p>
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<p>Follow:</p>
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<p>Brad Gerstner @altcap https://x.com/altcap</p>
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<p>Bill Gurley @bgurley https://x.com/bgurley</p>
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<p>BG2 Pod @bg2pod <a href="https://x.com/BG2Pod" rel="ugc noopener noreferrer" target="_blank">https://x.com/BG2Pod</a></p>
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<p>#BillGurley #BradGerstner #Bg2Pod</p>
