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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://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:
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Bill Gurley @bgurley
BG2 Pod @bg2pod
Shownotes:
12 episodes
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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://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:
12 episodes
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Similar to BG2Pod with Brad Gerstner and Bill Gurley
Show notes are at https://stevelitchfield.com/sshow/chat.html
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continue reading
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…
continue reading
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…
continue reading
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…
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 ...
…
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…
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
Monday through Friday, Marketplace demystifies the digital economy in less than 10 minutes. We look past the hype and ask tough questions about an industry that’s constantly changing.
…
continue reading
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Defensive Security Podcast - Malware, Hacking, Cyber Security & Infosec
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