BG2Pod with Brad Gerstner and Bill Gurley artwork

Technology · BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

by BG2Pod

Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

Chart trend

Position in the Technology chart (US), last 90 days.

#3
all-time peak
1
day in the top 3 since Nov 2024

Latest episodes

Showing 20 · updated from the feed

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech

Jun 11
1 h 20 min

ChatGPT – The Super Assistant Era | BG2 Guest Interview

In this BG2 guest interview, Altimeter Partner Apoorv Agrawal sits down with Nick Turley of OpenAI for a deep dive into how ChatGPT became one of the fastest-growing prod

Mar 15
1 h 03 min

AI Enterprise - Databricks & Glean | BG2 Guest Interview

In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on wh

Dec 23 2025
45 min

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global eco

Oct 31 2025
1 h 14 min

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPve Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitali

Oct 14 2025
1 h 01 min

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

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huan

Sep 26 2025
1 h 44 min

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, guest host Altimeter’s Apoorv Agrawal explore

Sep 11 2025
1 h 08 min

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovat

Aug 28 2025
1 h 06 min

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and

Jul 31 2025
1 h 04 min

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell  to discuss the Inv

Jul 10 2025
1 h 18 min

Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West sta

Jun 21 2025
21 min

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laf

Jun 20 2025
1 h 01 min

China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, C

Jun 5 2025
1 h 01 min

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the overturning of the AI Diffus

May 22 2025
1 h 16 min

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and d

Apr 24 2025
1 h 02 min

Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and

Apr 4 2025
1 h 13 min

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and

Mar 21 2025
1 h 22 min

Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner

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 eva

Mar 1 2025
1 h 03 min

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national i

Feb 5 2025
1 h 14 min

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discu

Jan 23 2025
1 h 11 min

Chart positions

Where BG2Pod with Brad Gerstner and Bill Gurley ranks today in each Apple Podcasts chart (US, Sep 4, 2026).

#127 ▲ 4 Technology US

What listeners say

A curated, balanced selection of Apple Podcasts reviews.

Really good in-the-moment sentiment from Gurley and Gerstner. They focus on business and how current events affects US business. No attempt to upsell anything and genuine disagreement does not involve bickering. Big fan.

NewInTexas · Nov 2024

A "blue flame" tech podcast. Four things blend to make this a uniquely insightful tech/business pod: 1) two Silicon Valley insiders who know the players intimately, 2) world-class venture capital experience, 3) public market tech investing expertise, and 4) macro tech market trend insights. The combination of Bill's venture pattern recognition plus Brad's hedge fund data analytic skills blends together to create a powerful new pod. Be prepared to take notes. If you're a tech CEO (me) or exec, it's essential to understand how the investor world is looking at your business and how value is created, and this pod is a great tool to help expand one’s thinking.

A. Gowell · Mar 2024

Either one of these guys individually could host their own and have it be incredibly insightful. The fact you get them both on the same podcast is out of this world. Appreciate the insights!

Tbp2135 · Jan 2024

Excellent when they discuss tech business. Mediocre when they stray out of their lane and into politics and government for example. Pls take a page from Buffett’s playbook and stick to business.

Shoshone90 · Nov 2024

We strive to present a balanced view by showing a diverse range of reviews from Apple Podcasts.

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About BG2Pod with Brad Gerstner and Bill Gurley on Reason.fm

Here you find the Apple Podcasts chart positions of BG2Pod with Brad Gerstner and Bill Gurley, its latest episodes to listen to directly, and reviews from listeners. Rankings are updated daily for the United States.

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