BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03 from BG2Pod with Brad Gerstner and Bill Gurley

BG2 with Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03

1 hour 21 minutes Posted Feb 22, 2024 at 12:20 pm.

) Introduction

) Earnings / Inflation / Rates

) Impact of AI on Google / Meta

) Why not also MSFT/Apple/Amazon?

) Chips, Fabs, Future Compute Needs

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1:21:47

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Show notes

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss earnings, inflation, interest rates, the impact of AI on Big Tech, NVDA, chips, fabs, Altman’s $7T to meet AI Compute needs, & more. Enjoy another episode of Bg2.

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Available on Apple, Spotify, www.linktr.ee/bg2pod

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Brad Gerstner @altcap https://twitter.com/altcap

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Shownotes:

TSMC founder Morris Chang on the evolution of the semiconductor industry

https://youtu.be/r_8XClnnvIk?si=rAylAfxpJa0kHiNv

#BillGurley #BradGerstner #BG2Pod

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