Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
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Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
Manage episode 513662081 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPve
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a bubble. They dive into the rise of stablecoins and the new financial rails reshaping money, the fight over AI regulation in America, and Bill’s next chapter—his new book Runnin' Down a Dream and what it means to build a career you actually love. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(02:00) Two Years of BG2
(03:45) Bill Stepping Back to Write His Book
(06:00) Runnin' Down a Dream
(07:00) The AI CapEx Bubble?
(09:30) Sham vs. Real Transactions in AI
(11:00) Microsoft–OpenAI Credits & Cloud Economics
(13:00) Nvidia’s Investments: Healthy or Hype?
(17:00) CoreWeave, Hidden Leverage & Demand Risks
(19:15) $3 Trillion CapEx: Are We Overbuilding AI?
(21:45) The MAG5 CapEx Surge: Too Much, Too Fast?
(24:30) Meta’s CapEx Comeback & AI ROI
(25:30) OpenAI’s Race for Escape Velocity
(28:30) AI Regulation: State Patchwork Madness
(30:30) Why Federal Preemption Is Critical
(33:15) The Colorado & California AI Acts
(35:00) Stablecoin Surge: $18T in Settlements
(36:45) Gurley’s Crypto Conversion
(38:30) From PIX to FedNow: The Future of Digital Money
(41:00) Coinbase, Circle, and the 4% Yield Revolution
(43:00) Why Visa & Banks Fear Stablecoins
(45:00) Gurley: “I’m Jumping on the Crypto Train”
(46:00) Brad on Invest America (Trump Accounts)
(49:00) Implementation Timeline & Treasury Update
(50:30) Bill’s Book: Runnin' Down a Dream
(53:15) The Great Career Reset: Passion vs. Grind
(55:00) Bezos’ Regret Minimization Framework
(57:00) Who the Book Is For
(59:00) Gurley’s Next Mission
Show Notes:
All-In Summit: Bill Gurley presents 2,851 Miles: https://www.youtube.com/watch?v=F9cO3-MLHOM
Plain English: This Is How the AI Bubble Could Burst: https://podcasts.apple.com/us/podcast/this-is-how-the-ai-bubble-could-burst/id1594471023?i=1000728026459
Bezos’ Regret Minimization Framework: https://www.youtube.com/watch?v=jwG_qR6XmDQ
Produced by Dan Shevchuk
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
41 episodes
Share
Manage episode 513662081 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPve
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a bubble. They dive into the rise of stablecoins and the new financial rails reshaping money, the fight over AI regulation in America, and Bill’s next chapter—his new book Runnin' Down a Dream and what it means to build a career you actually love. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(02:00) Two Years of BG2
(03:45) Bill Stepping Back to Write His Book
(06:00) Runnin' Down a Dream
(07:00) The AI CapEx Bubble?
(09:30) Sham vs. Real Transactions in AI
(11:00) Microsoft–OpenAI Credits & Cloud Economics
(13:00) Nvidia’s Investments: Healthy or Hype?
(17:00) CoreWeave, Hidden Leverage & Demand Risks
(19:15) $3 Trillion CapEx: Are We Overbuilding AI?
(21:45) The MAG5 CapEx Surge: Too Much, Too Fast?
(24:30) Meta’s CapEx Comeback & AI ROI
(25:30) OpenAI’s Race for Escape Velocity
(28:30) AI Regulation: State Patchwork Madness
(30:30) Why Federal Preemption Is Critical
(33:15) The Colorado & California AI Acts
(35:00) Stablecoin Surge: $18T in Settlements
(36:45) Gurley’s Crypto Conversion
(38:30) From PIX to FedNow: The Future of Digital Money
(41:00) Coinbase, Circle, and the 4% Yield Revolution
(43:00) Why Visa & Banks Fear Stablecoins
(45:00) Gurley: “I’m Jumping on the Crypto Train”
(46:00) Brad on Invest America (Trump Accounts)
(49:00) Implementation Timeline & Treasury Update
(50:30) Bill’s Book: Runnin' Down a Dream
(53:15) The Great Career Reset: Passion vs. Grind
(55:00) Bezos’ Regret Minimization Framework
(57:00) Who the Book Is For
(59:00) Gurley’s Next Mission
Show Notes:
All-In Summit: Bill Gurley presents 2,851 Miles: https://www.youtube.com/watch?v=F9cO3-MLHOM
Plain English: This Is How the AI Bubble Could Burst: https://podcasts.apple.com/us/podcast/this-is-how-the-ai-bubble-could-burst/id1594471023?i=1000728026459
Bezos’ Regret Minimization Framework: https://www.youtube.com/watch?v=jwG_qR6XmDQ
Produced by Dan Shevchuk
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
41 episodes
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Similar to BG2Pod with Brad Gerstner and Bill Gurley
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
…
continue reading
BBC Radio 5 live’s award winning gaming podcast, discussing the world of video games and games culture.
…
continue reading
1
The Ticket: Discover the Future of Customer Service, Support, and Experience, with Intercom
Intercom
1k478
On The Ticket, you'll hear Intercom's Customer Support team in conversation with the customer service leaders, renowned customer experience thinkers, and influential authors who are shaping the field of customer support. Follow The Ticket to get the weekly episodes and sign up for our twice-monthly newsletter bursting with all the insights, trends, tips, and assets your team needs to embrace the future of customer service. https://www.intercom.com/blog/newsletter 🏠 www.intercom.com
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
Hanselminutes is Fresh Air for Developers. A weekly commute-time podcast that promotes fresh technology and fresh voices. Talk and Tech for Developers, Life-long Learners, and Technologists.
…
continue reading
We help founders make something people want.
…
continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
