Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
MAR 1, 202563 MIN
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
MAR 1, 202563 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 Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(01:40) Grok 3</p><p>(05:55) Grok’s Leverage of X Platform</p><p>(07:25) AI Consumer Market & SEO</p><p>(23:04) AI Memory</p><p>(26:15) AI Voice</p><p>(29:05) Future AI Assets</p><p>(33:29) AI Acceleration in China</p><p>(36:09) Regulatory Challenges</p><p>(37:46) AI CapEx and Investing Dynamics</p><p>(48:38) Government Spending + DOGE</p><p>(1:00:51) Golden State Warriors</p><p><br></p><p>Produced by Benny Beausoleil</p><p>Music by Yung Spielberg</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 @bg2pod <a href="https://x.com/BG2Pod" target="_blank" rel="ugc noopener noreferrer">https://x.com/BG2Pod</a></p>
