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Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner

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Manage episode 469160489 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(01:40) Grok 3

(05:55) Grok’s Leverage of X Platform

(07:25) AI Consumer Market & SEO

(23:04) AI Memory

(26:15) AI Voice

(29:05) Future AI Assets

(33:29) AI Acceleration in China

(36:09) Regulatory Challenges

(37:46) AI CapEx and Investing Dynamics

(48:38) Government Spending + DOGE

(1:00:51) Golden State Warriors

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 469160489 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(01:40) Grok 3

(05:55) Grok’s Leverage of X Platform

(07:25) AI Consumer Market & SEO

(23:04) AI Memory

(26:15) AI Voice

(29:05) Future AI Assets

(33:29) AI Acceleration in China

(36:09) Regulatory Challenges

(37:46) AI CapEx and Investing Dynamics

(48:38) Government Spending + DOGE

(1:00:51) Golden State Warriors

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

  continue reading

31 episodes

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