Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

from BG2Pod with Brad Gerstner and Bill Gurley · host BG2Pod

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the looming presidential election and its impact on public market tech funds, public market dispersion, AI hype versus reality, Calcium CT scans, and more. Enjoy another episode of BG2. Timestamps: (00:00) Intro (03:50) Public Market Dispersion (Mag 7 + Consumer Stocks) (22:05) AI Costs vs AI Revenue (47:25) Calcium CT Scans Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod Shownotes: AI’s $600B Question by David Cahn Widowmaker Documentary

Episode metadata supplied by the publisher feed · Published Jul 11, 2024

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Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner

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This episode was published on July 11, 2024.

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