Tech Investing & AI
Bg2 Pod
Book density tier 3 · 12 episodes processed · 4 books cited
Hosted by Brad Gerstner and Bill Gurley. High-signal references to classic Silicon Valley management and strategy books (e.g., Clayton Christensen, Andy Grove).
Episodes with book citations
Quotes play from the book pages; full videos are linked here.
- 2026-03-15ChatGPT – The Super Assistant Era | BG2 Guest Interview1 citationWatch full episode ↗
- 2025-10-14AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner3 citationsWatch full episode ↗
- 2025-08-28China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner2 citationsWatch full episode ↗
- 2025-07-10Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG21 citationWatch full episode ↗