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Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner

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Manage episode 451321308 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.

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 Check

Produced by Benny Beausoleil

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

#BillGurley #BradGerstner #Bg2Pod

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 451321308 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.

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 Check

Produced by Benny Beausoleil

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

#BillGurley #BradGerstner #Bg2Pod

  continue reading

42 episodes

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