Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

Satya Nadella | BG2 w/ Bill Gurley & Brad Ger...

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Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more

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

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

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

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