BG2Pod with Brad Gerstner and Bill Gurley

AI economics, infrastructure limits, and the road to singularity drive this wide-ranging Jensen Huang conversation. He digs into whether AI revenue can support today’s capex, what could bottleneck progress by 2027, and why NVIDIA sees demand reaching far beyond a handful of labs.

AI spending, stablecoins, and career reinvention drive this wide-ranging BG2 conversation with Bill Gurley and Brad Gerstner. They question whether the $3 trillion AI buildout is sustainable, explore why stablecoins are gaining momentum, and close on Gurley’s new book about building work you actually love.

Enterprise AI is the focus here, with Databricks CEO Ali Ghodsi and Glean founder Arvind Jain discussing why most projects fail and what actually works inside large organizations. The episode zeroes in on proprietary data, workflow integration, budgeting, and where durable value may emerge as LLMs commoditize.

ChatGPT’s growth, retention, and next phase take center stage in this interview with OpenAI’s Nick Turley. The conversation looks at product metrics, pricing, GPU constraints, and the shift from chat toward agents that can take actions and handle longer tasks.

AI’s $3 trillion buildout is the focus as Brad Gerstner talks with Satya Nadella and Sam Altman about cloud scale, compute constraints, regulation, and the Microsoft–OpenAI partnership. The conversation spans business models, consumer devices, jobs, and what AI could mean by 2026 and beyond.