Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
https://podcasters.spotify.com/pod/show/bg2pod
episode 1: BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01
The rumors were true. Enjoy another Episode of Bg2.
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(0:00) Introduction and discussion on current market trends
(3:12) Main topic: AI and its recent surge in venture capital investing
(14:04) Discussion on the potential issues in AI companies
(25:00) Analysis of public software valuations and their implications
(33:01) Future of investing in tech companies
(38:27) State of startups and challenges in raising capital
(46:37) Comparing the 1999 bubble to the current economic situation
(54:45) Analyzing Javier Milei's Speech at Davos
(1:01:20) Historical examples of the effects of open and closed economies
(1:09:09) Conclusion and farewell
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The acceleration of global GDP per capita over centuries highlights the impact of free market capitalism and innovation on human prosperity.
Venture capital investing and the tech industry play a significant role in driving progress and economic growth through fostering innovation and risk-taking by entrepreneurs.
The current venture capital correction and its impact on startups emphasize the importance of adjusting to market realities, such as valuation and capital availability, for long-term success.
#BillGurley #BradGerstner #BG2pod