BG2 with Bill Gurley & Brad Gerstner | MANG V...

Can AI revenues justify the spending? Jensen Huang breaks down the biggest bottlenecks heading into 2027, the path to the singularity, open vs. closed models, and why he’s 99.99% optimistic about the decade ahead.Jensen joins Brad Gerstner and Clark Tang for their third BG2 conve ...  Show more

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 and markets: how should investors think about the SpaceX IPO?They unpack the major levers behind SpaceX’s nex ...  Show more

(0:00) Bestie intros: Chamath flies public + Poker recap

(8:12) FED pauses hikes momentarily, IPO window status, state of the market

(25:10) Film, cold plunge, and sauna talk

(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$ ...

(0:00) Bestie intros: Friedberg's bad haircut (1:17) Welcome BG^2! Biography recommendations and film talk (22:27) VC market update: State of Series A's (33:43) Dry powder misconceptions, marking incentives (48:57) IPO window starting to open, IPO down rounds, incentives to go pu ...  Show more

(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based com ...  Show more