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bg2clips

@bg2clips

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Clips from the @bg2pod hosted by Brad Gerstner & Bill Gurley. Fan made. 🎬

Joined April 2025
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@bg2clips
bg2clips
1 month
🇺🇸 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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@bg2clips
bg2clips
5 days
💸🇺🇸 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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@chamath
Chamath Palihapitiya
6 days
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.
@RapidResponse47
Rapid Response 47
7 days
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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@bg2clips
bg2clips
7 days
"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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@bg2clips
bg2clips
11 days
🤖⚠️ 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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@bg2clips
bg2clips
11 days
⚠️🔥 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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@bg2clips
bg2clips
13 days
🇺🇸 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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@BG2Pod
Bg2 Pod
19 days
AI productivity = golden age of margin expansion. 🧐📈
@bg2clips
bg2clips
19 days
🤖 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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@bg2clips
bg2clips
19 days
🤖 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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@bg2clips
bg2clips
26 days
🚀 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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@bg2clips
bg2clips
26 days
🇺🇸 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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@bg2clips
bg2clips
26 days
🚀 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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@bg2clips
bg2clips
29 days
📊 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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@bg2clips
bg2clips
29 days
🤖 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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@bg2clips
bg2clips
1 month
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
@BG2Pod
Bg2 Pod
1 month
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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@bg2clips
bg2clips
1 month
"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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@bg2clips
bg2clips
1 month
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
@BG2Pod
Bg2 Pod
1 month
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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@bg2clips
bg2clips
1 month
When will OpenAI go public? @sama's answer may surprise you w/ @altcap & @satyanadella on @bg2pod
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@bg2clips
bg2clips
1 month
In this clip from Episode 39 of BG2 Pod, Sam Altman, CEO of OpenAI, joins Brad Gerstner and Satya Nadella. https://t.co/9wEOmHWy4H
@BG2Pod
Bg2 Pod
1 month
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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@bg2clips
bg2clips
1 month
📊 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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