Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

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.

Timestamps:

(00:00) Intro

(03:50) Public Market Dispersion (Mag 7 + Consumer Stocks)

(22:05) AI Costs vs AI Revenue

(47:25) Calcium CT Scans

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap (x.com/altcap)

Bill Gurley @bgurley (x.com/bgurley)

BG2 Pod @bg2pod (x.com/BG2Pod)

Shownotes:

AI’s $600B Question by David Cahn (sequoiacap.com/article/ais-600b-question)

Widowmaker Documentary (youtube.com/watch?v=7OKrg_IlZao&t=3732s)