Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ 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 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, bg2pod.com

Follow:
Brad Gerstner @altcap x.com/altcap
Bill Gurley @bgurley x.com/bgurley
BG2 Pod @bg2pod x.com/BG2Pod

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