Ep12. Tech Stocks vs the Rest; AI VC Bubble, ...

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 products in history—and what comes next.They discuss how OpenAI thinks about retention and product metrics, why lo ...  Show more

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

On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ...  Show more

This week, Elon Musk brought a new chatbot into the crowded A.I. universe — Grok 3, the latest model from his company xAI. We break down how it compares with other leading models and what it reveals about Musk’s larger ambitions. Then, Vlad Tenev, the chief executive of the in ...

Jaeden Schafer discusses the emergence of DeepSeek, a new AI competitor to ChatGPT, highlighting its capabilities, unique features, and the implications of its censorship practices. The discussion delves into the cost efficiency of DeepSeek compared to other AI models, its impact ...  Show more

(0:00) Introducing Eli Lilly CEO Dave Ricks

(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China

(7:08) GLP-1 pricing and capital allocation after a breakout pharma product

(12:56) Why Biotech VC has plummeted, " ...