bg2clips
@bg2clips
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Clips from the @bg2pod hosted by Brad Gerstner & Bill Gurley. Fan made. 🎬
Joined April 2025
🇺🇸 Nvidia CEO Jensen Huang on what makes Trump unique: "It was hard to go to DC in the past. As you know, getting an appointment was almost impossible. President Trump has a open door to leaders who want to come in and help them understand the future. This is an administration
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💸🇺🇸 Susan Dell on why she and Michael Dell are putting $6.25 billion behind Trump Accounts for American kids: "We believe that when children have a future that they can see is worth saving for, then that will help build hope and opportunity and prosperity for generations to
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bestie group chat on fire today with notes of celebration and congratulations...great work @altcap in creating this and @MichaelDell is a 🐐 doing 🐐 things... putting capitalism into the hands of 25M kids is a very big deal.
Brad Gerstner (@altcap) on Trump Accounts: "@POTUS was elected on a Main Street agenda to get the rest of America into the game, and that’s exactly what this does."
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"The 4 trillion that Jensen Huang has estimated will be built out over the next five years is 10 times the size of the Manhattan Project that was totally federally funded. And this is all being privately funded. But it would not be possible without the government clearing out of
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🤖⚠️ Brad Gerstner on why AI is losing public support in America: "AI is becoming deeply unpopular in America. Silicon Valley is losing the battle around AI. Doomers are now scaring people about jobs. I've talked with Republican senator and house members who say they are
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⚠️🔥 Brad Gerstner on why America feels broken: "Seventy percent of people feel left out and left behind. They feel like the system is rigged against them. They may be frustrated by affordability, but they're not ready to burn down capitalism in the way that Mamdani is
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🇺🇸 Brad Gerstner breaks down why he calls Trump "the moonshot presidency": "If you think about moonshots, we all do these in Silicon Valley, these are high risk, high reward efforts. Most people don't have the courage to go for moonshots because there's a high probability that
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AI productivity = golden age of margin expansion. 🧐📈
🤖 Microsoft CEO Satya Nadella on layoffs, AI, and the future of work: "I'm a firm believer that the productivity curve does and will bend… there's going to be more agency for you at a task level to get to job complete because of the power of these tools in your hand." —
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🤖 Microsoft CEO Satya Nadella on layoffs, AI, and the future of work: "I'm a firm believer that the productivity curve does and will bend… there's going to be more agency for you at a task level to get to job complete because of the power of these tools in your hand." —
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🚀 Brad Gerstner on why he’s not worried about an AI bubble: "I'm betting in the super cycle. This is the biggest super cycle of all of our lives...I think that this market is as big or bigger than current estimates are out there, but it's not gonna be a straight line up and to
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🇺🇸 Brad Gerstner highlights why Trump and the team behind Project Stargate now more important than ever: "To give a little credit where credit is due...All of the Stargate stuff that people were laughing about 18 months ago, thank God as an American citizen that we are running
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🚀 Satya Nadella on America’s AI-driven reindustrialization: "I feel very, very optimistic. Brad Smith was telling me about the economy around our Wisconsin data center. It's fascinating. Most people think, oh, a data center, it's going to be one big warehouse, and there is
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📊 Satya Nadella on how Microsoft is taking on the tech giants: "I really love about the OpenAI partnership is it's gotten us scale, right? This is a scale game. When you have the biggest workload there is running on your cloud, that means not only are we gonna learn faster on
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🤖 Microsoft’s approach to headcount in the AI era: "I will say we will grow a headcount, but the way I look at it is that headcount we grow will grow with a lot more leverage than the headcount we had pre ai. And that's the adjustment. I think structurally you are seeing
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In Ep. 39 of BG2 Pod, Sam Altman joins Brad Gerstner and Satya Nadella to talk All Things AI. A Halloween Special. 🎃🔥 https://t.co/9wEOmHWy4H
BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and
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"Someday we will make an incredible consumer device that can run a GPT-5 or GPT-6 capable model completely locally at a low power draw. This idea that you can have a device that is sort of always with you, but able to go off and do things and get micro steer from you when it
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In Episode 39 of BG2 Pod, OpenAI CEO Sam Altman joins Brad Gerstner and Satya Nadella to talk All Things AI — A Halloween Special. 🎃🔥 🎥 Watch the clip: https://t.co/9wEOmHWy4H
BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and
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In this clip from Episode 39 of BG2 Pod, Sam Altman, CEO of OpenAI, joins Brad Gerstner and Satya Nadella. https://t.co/9wEOmHWy4H
BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and
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📊 Sam Altman on whether OpenAI will ever not be compute constrained: "If the price of compute per unit of intelligence...fell by a factor of 100 tomorrow, you would see usage go up by much more than 100, and there’d be a lot of things that people would love to do with that
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