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Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner

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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://player.fm/legal.

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they recap Coatue Conference and discuss Elon’s pay package, Tesla's shareholder vote, ISS controversy, AI market trends, OpenAI IPO, Delaware court case, and more. Enjoy another episode of BG2.

Timestamps:

(00:00) Overview of Coatue’s East Meets West Conference

(5:05) AI and Market Trends

(18:17) Insights on Venture Markets and IPOs

(24:15) Challenges and Opportunities in Going Public

(30:05) The Case for OpenAI Going Public

(33:03) Challenges and Considerations for IPOs

(35:55) SPECIAL GUEST: Coatue Founder Phillipe Laffont

(39:27) AI Startups Staying Lean

(42:31) AI Agents and the Future of Work

(45:28) Tesla's Shareholder Vote and ISS Controversy

(50:57) Delaware's Legal Precedent and Corporate Implications

(58:27) Globalization and Competitive Advantage

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

  continue reading

13 episodes

Artwork
iconShare
 
Manage episode 424967563 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://player.fm/legal.

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they recap Coatue Conference and discuss Elon’s pay package, Tesla's shareholder vote, ISS controversy, AI market trends, OpenAI IPO, Delaware court case, and more. Enjoy another episode of BG2.

Timestamps:

(00:00) Overview of Coatue’s East Meets West Conference

(5:05) AI and Market Trends

(18:17) Insights on Venture Markets and IPOs

(24:15) Challenges and Opportunities in Going Public

(30:05) The Case for OpenAI Going Public

(33:03) Challenges and Considerations for IPOs

(35:55) SPECIAL GUEST: Coatue Founder Phillipe Laffont

(39:27) AI Startups Staying Lean

(42:31) AI Agents and the Future of Work

(45:28) Tesla's Shareholder Vote and ISS Controversy

(50:57) Delaware's Legal Precedent and Corporate Implications

(58:27) Globalization and Competitive Advantage

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

  continue reading

13 episodes

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