Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the challenge of forecasting the AI Supercycle, Stargate and the massive AI supercomputer build out, AI demand overhyped or underhyped, and current market valuations. Enjoy another episode of Bg2.

Timestamps:

(0:00) Intro

(2:49) Demand for Compute Is Virtually Unlimited

(27:53) Everywhere we Look we are building more and bigger Supercomputers

(35:49) The AI Induced Power Gap & The Need for Nuclear

(50:21) Valuations / Market Check

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap twitter.com/altcap

Bill Gurley @bgurley twitter.com/bgurley

BG2 Pod @bg2pod twitter.com/BG2Pod

Shownotes:

What's next for AI agents ft. LangChain's Harrison Chase: youtube.com/watch?v=pBBe1pk8hf4

Tesla FSD Model 12: twitter.com/bg2pod/status/1769378291658666226?… (twitter.com/bg2pod/status/1769378291658666226?…)
Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI | Lex Fridman Podcast #419: Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI | Lex Fridman Podcast #419 (youtube.com/watch?v=jvqFAi7vkBc)

OpenAI CEO on GPT-4 vs GPT-5 | Sam Altman and Lex Fridman: youtube.com/watch?v=CJEC0aAjRJE

Jevons Paradox: en.wikipedia.org/wiki/Jevons_paradox

MSFT and OpenAI $100bn supercomputer project: twitter.com/theinformation/status/177379802890…

Biden administration on how to generate more electricity to meet massive demand for AI computing: twitter.com/axios/status/1774758834952659223?s…

Nuclear reactors planned and proposed: world-nuclear.org/information-library/current-…

U.S. approves $1.5bn loan to restart Michigan nuclear plant: nytimes.com/2024/03/27/business/energy-environ…

Josh Wolfe’s talk to Congress: twitter.com/wolfejosh/status/1685323817521139712

Our World in Data - cleanest and safest sources of energy: ourworldindata.org/safest-sources-of-energy

How Regulation killed Supersonic: heritage.org/transportation/commentary/its-tim…

Natural gas is stronger in the U.S.: iea.org/commentaries/natural-gas-is-now-strong…

Baseload in the U.S. has been flat for many years: energytransition.nema.org/baseload-generation

Amazon goes nuclear: theregister.com/2024/03/04/amazon_acquires_cum…

I-95 Bridge reopened in 12 days: bloomberg.com/news/articles/2023-06-28/resurre…

SF cleaned up in a week: smh.com.au/world/north-america/sanfran-s-mean-…

Texas trumps California as key US energy transition driver:reuters.com/markets/commodities/texas-trumps-c…

Brad’s tweet on CT scan: twitter.com/altcap/status/1774919531414368402?… (x.com/altcap/status/1774919531414368402?s=20)

Americans favor more nuclear energy: pewresearch.org/short-reads/2023/08/18/growing…

Producing new nuclear plants have gone down in France and up in the U.S. tweet: twitter.com/cremieuxrecueil/status/17732211065… (twitter.com/cremieuxrecueil/status/17732211065…)

GenAI company revenue multiples tweet: twitter.com/asanwal/status/1772821841578754492… (twitter.com/asanwal/status/1772821841578754492…)

Gurley’s tweet on 60x reduction from top model: twitter.com/bgurley/status/1774896120310686003…

Congress provides record funding for fusion energy:fusionindustryassociation.org/congress-provide…

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