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Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
Manage episode 428407357 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(03:50) Public Market Dispersion (Mag 7 + Consumer Stocks)
(22:05) AI Costs vs AI Revenue
(47:25) Calcium CT Scans
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Shownotes:
18 episoade
Distribuie
Manage episode 428407357 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(03:50) Public Market Dispersion (Mag 7 + Consumer Stocks)
(22:05) AI Costs vs AI Revenue
(47:25) Calcium CT Scans
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Shownotes:
18 episoade
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Similar cu BG2Pod with Brad Gerstner and Bill Gurley
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
A podcast featuring panelists of engineers from Netflix, Twitch, & Atlassian talking over drinks about all things software engineering.
…
continue reading
Discover a whole new take on Artificial Intelligence with Squirro's educational podcast! Join host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and their incredible impact on society, and y ...
…
continue reading
Three nerds discussing tech, Apple, programming, and loosely related matters.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Marc Fennell and a team of people far smarter than him (his words, not ours) take a fun deep dive into how technology is reshaping our lives.
…
continue reading
This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
Every Friday and Sunday, Slate’s popular daily news podcast What Next brings you TBD, a clear-eyed look into the future. From fake news to fake meat, algorithms to augmented reality, Lizzie O’Leary is your guide to the tech industry and the world it’s creating for us to live in.
…
continue reading
Get the most out of your home theater with the latest advances, product reviews, and all things audio and video. Every Thursday, Scott Wilkinson shares his expertise, energy, and enthusiasm about how to make your A/V system sound and look its best. In this short-format podcast, Scott brings you news, reviews, interviews, and commentary, and answers your questions. You can join Club TWiT for $7 a month and get ad-free audio and video feeds for all our shows plus everything else the club offer ...
…
continue reading
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