Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy another episode of BG2.


Timestamps:
(00:00) Intro
(00:36) The U.S. Nuclear Renaissance
(08:15) AI Fast and Furious
(11:19) OpenAI Strawberry o1
(17:15) Inference Constraints
(20:18) Open AI Breaking Out
(35:00) State of VC
(43:52) “Quasi-Public Companies”
(48:32) Liquidity / IPOs
(58:41) Tech Market Check


Available on Apple, Spotify, ⁠www.bg2pod.com⁠


Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley

BG2 Pod @bg2pod ⁠https://x.com/BG2Pod⁠