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Investing and business · No. 18 of 37 AI podcasts

BG2

BG2 is an investing and business show, hosted by Brad Gerstner and Bill Gurley, with a new episode every three weeks.

17 moments cut from 6 episodes, 8 with an AI builder talking, mostly on data centers & energy and investing in AI.

Also No. 9 of 17 business podcasts.

New episodes
Every three weeks
Latest
Oct 15, 2026
Moments cut
17
Episodes cut
6

What its moments are about

  • Data centers & energy7
  • Investing in AI6
  • Chips & GPUs5
  • Enterprise AI4
  • AI business models4
  • Jobs & the economy4

Best moments from BG2

From its most-watched episodes, best first. Each plays right here.

  1. BG2 · · 4 min

    Why even free ASICs lose to NVIDIA when power is the limit

    “if somebody gave them a 15 discount you know the difference between our gross margins was called 75 points and somebody else's gross margins call it 50 to 65 points”
    BG251:57

  2. BG2 · · 4 min

    Nvidia demand rests on three segments, not two AI labs

    “if you just kind of look at our compute, people see a couple of labs, but I see more than that. I see five, six labs.”
    BG21:03:59

  3. BG2 · · 6 min

    Compute demand depends on price, and a glut will come

    “It's not a supply issue of chips. It's actually the fact that I don't have warm shells to plug into.”
    BG218:36

  4. BG2 · · 4 min

    Orbital compute could cut a gigawatt's cost from $60B to $30B

    “the math you get to is it's about $5 billion per gigawatt of CapEx to put these in space.”
    BG226:49

  5. BG2 · · 7 min

    Xiaomi built a car factory in three years with 2,000 workers

    “The factory makes 1,000 cars a day with 2,000 employees. It was highly automated, like really highly automated.”
    BG217:22

  6. BG2 · · 6 min

    AI productivity could bend the US debt-to-GDP curve

    “I like to say that tokens trump tariffs, right? Basically. And so we're basically left with this deficit.”
    BG230:58

The best BG2 episodes

Ranked as our lists rank shows: a point for each best minute we cut from it, one more when an AI builder is talking, and one more when it cleared our views bar.

  1. 01Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & moreOct 15, 2026 · 3 moments
  2. 02All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad GerstnerOct 31, 2025 · 3 moments
  3. 03NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad GerstnerSep 26, 2025 · 2 moments
  4. 04The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark TangJun 11, 2026 · 3 moments
  5. 05China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad GerstnerAug 28, 2025 · 3 moments

The 7 guests we’ve cut

Recent episodes

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