E141: State of Series A's, VC dry powder, IPO...

Up next

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01) Airtable sells for a 90% disc ... Show more

. 1h 15min

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy (25:55 ... Show more

. 48min 19sec

Recommended Episodes

BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01

BG2Pod with Brad Gerstner and Bill Gurley

The rumors were true. Enjoy another Episode of Bg2.

____________________________________

(0:00) Introduction and discussion on current market trends

(3:12) Main topic: AI and its recent surge in venture capital investing ...

. 1h 9min

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Pre-IPO market Changes, the reality versus perception of AI's future potential, the state of software, the impact of excess capital ...

. 58min 56sec

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

BG2Pod with Brad Gerstner and Bill Gurley

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 Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ... Show more

. 1h 1min

20VC: OpenAI's $6BN Jony Ive Deal | YC Is Both Chanel and Walmart—and Has Officially Won | Builder.ai Implodes and Hinge IPOs: Who Wins & Who Loses | Seed Is Easy. Series A Is Brutal & The Dirty Truth About Late-Stage Venture

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Agenda:

00:00 – Why "Fund Returners" Are a Myth in Late-Stage VC

05:02 – Builder.ai Implodes: $500M Gone & Fraud Allegations Begin

11:40 – The Dirty Truth About Late-Stage Venture Math

15:57 – The Hi ...

. 1h 19min