Ep10. Pre-IPO Market, AI Hype Cycle, Is Softw...

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 what’s actually working in enterprise AI—and what isn’t.They unpack why 95% of AI projects fail, why LLMs are ra ...  Show more

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 economy. They dive deep into the OpenAI–Microsoft partnership, how it unlocked massive scale in the cloud, and wh ...  Show more

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<span data-offset-key="c0e0k-0-0">This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist</span>

0:00 Bill ...

Acquired co-hosts Ben and David are BACK to discuss the state of the VC market and YC shutting down its Continuity Fund (6:20) before diving into industries that benefitted from ZIRP (26:35). They also break down which social apps they want to own and why (45:29). Then ...

My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many differ ...  Show more