<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder &amp; CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories, sovereign AI, and protecting the American Dream—this episode explores how accelerated computing is reshaping the global economy. NVIDIA, OpenAI, hyperscalers, and global infrastructure: the AI race is on. Don’t miss this must-listen BG2.</p><p><br /></p><p>(00:00) Intro<br />(0:37) The Year in AI Recap<br />(3:24) OpenAI Stargate &amp; Nvidia Investment<br />(8:41) Nvidia Accelerated Compute TAM<br />(18:55) $NVDA ROI – Glut or Bubble?<br />(27:45) Roundtripping Claims<br />(31:10) Annual Release Cadence &amp; Extreme Co-design<br />(40:45) Future of ASICs &amp; Economics<br />(53:47) Nvidia's Competitive Moat<br />(56:55) Elon, <a href="http://x.ai/" target="_blank" rel="ugc noopener noreferrer">X.ai</a> &amp; Colossus 2<br />(58:47) Sovereign AI &amp; Global Buildout<br />(1:02:21) The AI Administration<br />(1:07:43) Chinese AI Chips &amp; NVIDIA’s Role<br />(1:17:24) H-1B, Talent, &amp; the American Dream<br />(1:29:33) Invest America &amp; American Right to Rise<br />(1:37:40) The Future Ahead</p><p><br /></p><p>Produced by Dan Shevchuk</p><p>Music by Yung Spielberg</p><p>Available on Apple, Spotify, <a href="http://www.bg2pod.com" rel="ugc noopener noreferrer" target="_blank">www.bg2pod.com</a></p><p>Follow:</p><p>Brad Gerstner @altcap <a href="https://x.com/altcap" rel="ugc noopener noreferrer" target="_blank">https://x.com/altcap</a></p><p>Bill Gurley @bgurley <a href="https://x.com/bgurley" rel="ugc noopener noreferrer" target="_blank">https://x.com/bgurley</a></p><p>BG2 Pod @bg2pod <a href="https://x.com/BG2Pod" rel="ugc noopener noreferrer" target="_blank">https://x.com/BG2Pod</a><br /></p>

BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

SEP 26, 2025104 MIN
BG2Pod with Brad Gerstner and Bill Gurley

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner

SEP 26, 2025104 MIN

Description

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder &amp; CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with OpenAI to the rise of AI factories, sovereign AI, and protecting the American Dream—this episode explores how accelerated computing is reshaping the global economy. NVIDIA, OpenAI, hyperscalers, and global infrastructure: the AI race is on. Don’t miss this must-listen BG2.</p><p><br /></p><p>(00:00) Intro<br />(0:37) The Year in AI Recap<br />(3:24) OpenAI Stargate &amp; Nvidia Investment<br />(8:41) Nvidia Accelerated Compute TAM<br />(18:55) $NVDA ROI – Glut or Bubble?<br />(27:45) Roundtripping Claims<br />(31:10) Annual Release Cadence &amp; Extreme Co-design<br />(40:45) Future of ASICs &amp; Economics<br />(53:47) Nvidia's Competitive Moat<br />(56:55) Elon, <a href="http://x.ai/" target="_blank" rel="ugc noopener noreferrer">X.ai</a> &amp; Colossus 2<br />(58:47) Sovereign AI &amp; Global Buildout<br />(1:02:21) The AI Administration<br />(1:07:43) Chinese AI Chips &amp; NVIDIA’s Role<br />(1:17:24) H-1B, Talent, &amp; the American Dream<br />(1:29:33) Invest America &amp; American Right to Rise<br />(1:37:40) The Future Ahead</p><p><br /></p><p>Produced by Dan Shevchuk</p><p>Music by Yung Spielberg</p><p>Available on Apple, Spotify, <a href="http://www.bg2pod.com" rel="ugc noopener noreferrer" target="_blank">www.bg2pod.com</a></p><p>Follow:</p><p>Brad Gerstner @altcap <a href="https://x.com/altcap" rel="ugc noopener noreferrer" target="_blank">https://x.com/altcap</a></p><p>Bill Gurley @bgurley <a href="https://x.com/bgurley" rel="ugc noopener noreferrer" target="_blank">https://x.com/bgurley</a></p><p>BG2 Pod @bg2pod <a href="https://x.com/BG2Pod" rel="ugc noopener noreferrer" target="_blank">https://x.com/BG2Pod</a><br /></p>