BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
57 minutes Posted Jul 11, 2024 at 8:24 pm.
) Intro
) Public Market Dispersion (Mag 7 + Consumer Stocks)
) AI Costs vs AI Revenue
) Calcium CT Scans
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57:29
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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 the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2.
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Available on Apple, Spotify, www.bg2pod.com
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Brad Gerstner @altcap
Bill Gurley @bgurley
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