Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:36) The AI Super Cycle(07:47) Stablecoin & Cryptocurrency(16:19) Consumer AI & Impact on $GOOG(22:54) GPU Allocation v Cloud Revenue Market Share(28:56) AI Impact on Macro + Debt(35:20) Private Markets, IPO’s, M&A’s(45:59) Golden Age of Margin Expansion(51:48) Jevon’s Paradox(53:19) Insights for Founders and CEOsShow Notes:Coatue EMW 2025 SlidesProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod