Show notes
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss AI Scaling Laws, the future of inference, AI memory and actions, National Full Self-Driving Regulations, FSD 13, Robotaxi and Waymo, Department of Government Efficiency (DOGE), & more. Enjoy another episode of BG2.Timestamps:(00:00) Intro(02:00) AI Scaling Laws(05:54) Implications of AI Scaling Trends(12:20) The Future of Inference and Data Quality(17:51) AI Memory and Actions(21:47) National Full Self-Driving Regulation(23:14) FSD 13(29:41) Market Disruption: Winners and Losers in the Auto Industry(31:18) The Future of OEM’s(40:41) Department of Government Efficiency (DOGE)(54:47) Tech Market CheckProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod#BillGurley #BradGerstner #Bg2Pod