BG2Pod

@dlfkhrdlfkhrmjec

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BG2 Ep19. State of Venture, AI Scaling, Elections, Public Mkts & more. 👊💥 @altcap @bgurley @jaminball (00:00) Intro (00:52) Bill’s Dad | from Nasa to SpaceX (06:20) State of VC and Incentives w/ Jamin Ball (12:31) Implications of Overcapitalization (25:08) The Future of https://t.co/636tykUu0N

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BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, https://t.co/WMMJ4JFfZ7 & more. @altcap @_clarktang @bgurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's https://t.co/ZR676BxNKQ

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BG2 Ep16. Nuclear, OpenAI Breaking Out, State of VC, Public Mkts & more. 👊💥 @altcap @bgurley (00:00) Intro (00:36) The U.S. Nuclear Renaissance (08:15) AI Fast and Furious (11:19) OpenAI Strawberry o1 (17:15) Inference Constraints (20:18) Open AI Breaking Out (35:00) https://t.co/yxnzQWgjjc

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BG2 Ep15. Deep Dive Nuclear from INSIDE Diablo Canyon 👊💥@altcap @bgurley (00:00) Intro (04:14) Maureen Zawalick | VP at Diablo Canyon (06:13) The Need for Diablo (10:07) The Importance of Nuclear Power (15:50) License Renewal and the Future of Diablo (18:39) Hope for https://t.co/mXujjGmdLX

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BG2 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more. 👊💥@altcap @bgurley https://t.co/n3QawQdoQF

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BG2 Ep13. Silicon Valley’s Political 180, META’s Open AI disruption, Wiz IPO, TSLA FSD 12.5, Crowdstrikesout & more. 👊💥@altcap @bgurley (00:00) Intro (01:38) The Perceived Political Realignment in Silicon Valley (18:02) Engagement Between Silicon Valley and Washington https://t.co/aN6w0Ttxm6

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BG2 Ep12. Tech Stocks vs the Rest; AI VC Bubble Debate; Calcium CT Scans & More. 👊💥@altcap @bgurley https://t.co/K8PlvHMGCl

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