Bg2 Pod (@BG2Pod) / X

Bg2 Pod

671 posts

Bg2 Pod

@BG2Pod

Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism

Silicon Valley

Joined January 2024

Bg2 Pod
@BG2Pod
Jul 31, 2024
Elon's Starlink vs Biden | Ep13— @altcap @bgurley #bg2podcast — #elonmusk #starlink #biden #tesla #spacex #nasa #artificialintelligence #scifi #futuretech #technology #techtok #business #financetiktok
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Bg2 Pod
@BG2Pod
Nov 23, 2024
Is @Tesla about to pass @Waymo? Tesla FSD 13 = 1000x safety improvement (MPCI) in 2024 alone?! 💥@bgurley @altcap @FredaDuan
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Bg2 Pod
@BG2Pod
Jun 11, 2024
Reposting important $TSLA @elonmusk pay package convo from Ep4. Not just important for Elon - but important for rule of law, business contract, and free enterprise. As they say - pay the man - if the package was lopsided at all - it was against Elon! 🇺🇸🇺🇸 @altcap @bgurley
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Bg2 Pod
@BG2Pod
Sep 26, 2025
BG2. Ep 37. NVDA! $400 B OpenAI Deal; $4 Trillion AI Capex Build Out; ASICS & Comp Moat; Trump, Elon, China, H1Bs & more. @altcap @_clarktang @bgurley (0:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia Investment (8:41) Nvidia Accelerated Compute TAM
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Bg2 Pod
@BG2Pod
Dec 23, 2024
BG2. AI Compute Landscape ‘25-26, scaling intelligence, chip competition, memory tech, inference time reasoning & more. 👊💥@altcap @bgurley feat @dylan522p
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Bg2 Pod
@BG2Pod
Dec 25, 2024
🙏🙏💥💥🎄🎄
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Bg2 Pod
@BG2Pod
Oct 12, 2024
Double Episode of @BG2Pod dropping tomorrow morning with the legendary Jensen Huang. From competitive moats and “insane demand” to inference time reasoning, 1 B x inference, @elonmusk & the Memphis Supercluster. Deep and dense - not to be missed! @bgurley @altcap 🔥🔥
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Bg2 Pod
@BG2Pod
Oct 31, 2025
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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Bg2 Pod
@BG2Pod
Dec 5, 2024
As said on pod - it’s all about rate of change! Waymo building a tailored, city-based robotaxi solution. TSLA building FSD for ALL driving. Robotaxi a subset of the other. Led to radically diff approaches & outcomes. $TSLA FSD 1000x in 2024 and is extending its lead. 💥
Whole Mars Catalog
@wholemars
Dec 5, 2024
Tesla FSD 13.2 vs Waymo! I had FSD and Waymo do the same drive — same start point, same end point. Both arrived with 0 interventions but the Tesla had fewer awkward moments and arrived in 15m40s while the Waymo took 43 minutes — nearly 3x longer.
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Bg2 Pod
@BG2Pod
Feb 9, 2025
The Washington leviathan is convulsing over the @DOGE effort to cut $1 T in inefficient spend which gets us back to the 2019 Baseline - off this reckless covid high. Did anybody truly believe in 2019 we were ruining the country because spending was too low?! @altcap @bgurley 🇺🇸
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Bg2 Pod
@BG2Pod
Oct 13, 2024
BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, X.ai & more. @altcap @_clarktang @bgurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's
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Bg2 Pod
@BG2Pod
Sep 26, 2025
Jensen on @DavidSacks & @sriramk. “Can you imagine if we didn’t have a pro growth, pro diffusion, pro energy administration at this critical moment in time?!” 🇺🇸🚀
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Bg2 Pod
@BG2Pod
Oct 31, 2025
Halloween Pod dropping later today! @altcap 🎃🎃
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Bg2 Pod
@BG2Pod
Mar 1, 2025
It’s been too long - we apologize - pod dropping this afternoon! 👊🚀@altcap @bgurley
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