bg2clips (@bg2clips) / X

bg2clips

462 posts

bg2clips

@bg2clips

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

Joined April 2025

Pinned
bg2clips
@bg2clips
Oct 28, 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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bg2clips
@bg2clips
Jul 11, 2025
“The Coatue team mapped out cloud revenue market share, Oracle at 5%, Amazon at 44% with AWS, Google 19%, Microsoft 30%. Next to that, they showed NVIDIA GPU allocation: Microsoft and Google match their cloud share. Amazon is 44% cloud revenue but only 20% GPUs. Oracle jumps
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bg2clips
@bg2clips
Jul 11, 2025
It’s official… the Invest America Act just became law! 👏🇺🇸 @MichaelDell, Founder and CEO of Dell Technologies, sits down with @altcap and @bgurley to unpack the monumental legislation and explore what it means for the next generation of American investors and philanthropists.
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bg2clips
@bg2clips
Jul 12, 2025
Two years ago, Michael Dell told his leadership team exactly what was coming: “I think it was almost two years ago, I stood up in front of a group of our leaders. And I said that five years from then, that would be three years from now, we're going to have a new competitor. And
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bg2clips
@bg2clips
Jul 21, 2025
Michael Dell on the AI infrastructure explosion: “Two years ago, our AI servers were $2B. Last year? $10B. This quarter alone? $12.1B in orders. Now we’ve got $14B+ in backlog. These 100,000+ GPU clusters don’t build themselves.” — @MichaelDell on @BG2Pod with @altcap and
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bg2clips
@bg2clips
Jul 28, 2025
“Rather than forming a third party, which seems to me just chaotic and a lot of overhead and has not historically been that successful.. I would love to see Elon, if this is his main issue, if it's the budget deficit and debt, which I would love to see him take on, he could do a
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bg2clips
@bg2clips
Aug 11, 2025
“You're rumored to be raising $600 million at a $6 billion valuation.” — @altcap presses @sundeep Groq’s COO, Sunny Madra, responds!
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bg2clips
@bg2clips
Jul 11, 2025
Replying to @bg2clips
🎧 BG2 Pod Ep. 33 📺 Watch here:
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bg2clips
@bg2clips
Aug 14, 2025
“The amount of money that these companies are willing to lose in a year… I still think it's particularly interesting that Google has to compete with OpenAI because OpenAI is going to lose $7 billion this year and Google won't. They [Google] would never allow themselves to do
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bg2clips
@bg2clips
Aug 8, 2025
"Texas just passed this very recently. The idea, which sounds obvious, it's actually quite shocking that it's not true, is just to add a semester of financial literacy to the high school curriculum. We send kids out to get jobs, and we haven't taught them how credit cards might
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bg2clips
@bg2clips
Jul 23, 2025
Bill Gurley and Brad Gerstner react to reports that Zuck is poaching OpenAI employees for $100M: "What he has done here in the past three weeks is an experiment that's never been tried before. But there's unlimited free agency in business, unlike sports. And he just went and
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bg2clips
@bg2clips
May 9, 2025
Hey @altcap, the "Invest America" plan discussed on @CNBC sounds incredible! Providing $1k at birth for kids to invest leverages compounding for everyone & fosters true ownership. 🇺🇸 The bipartisan support from leaders like @SenTedCruz & others is key. Crazy to think this
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bg2clips
@bg2clips
Aug 13, 2025
Brad Gerstner says OpenAI can learn from Amazon’s biggest play: "It reminds me a little bit of Amazon back in the day. Amazon had this monopoly retail business they could use to subsidize AWS, gain market share for a decade, AND THEN begin to take price. That would be a
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bg2clips
@bg2clips
Jul 17, 2025
Michael Dell & Bill Gurley on the crazy rise of @DellTech: “The 90s were fun. I mean, stock went up 130,000 percent. We had seven stock splits. Four kids.” — @MichaelDell “They were building to individual customer order. They weren't building to inventory, they were building to
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