Podcast by Bill Gurley and Brad Gerstner. Bill Gurley, Brad Gerstner.BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01Open Source weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. The rumors were true. Enjoy another Episode of Bg2. Available on Apple, Spotify, www.linktr.ee/bg2pod (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 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. Thanks for watching this edition of BG2. #BillGurley #BradGerstner #BG2podwww.youtube.com
