Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&amp;A’s, insights for founders and CEO’s, and more. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(02:36) The AI Super Cycle</p><p>(07:47) Stablecoin &amp; Cryptocurrency</p><p>(16:19) Consumer AI &amp; Impact on $GOOG</p><p>(22:54) GPU Allocation v Cloud Revenue Market Share</p><p>(28:56) AI Impact on Macro + Debt</p><p>(35:20) Private Markets, IPO’s, M&amp;A’s</p><p>(45:59) Golden Age of Margin Expansion</p><p>(51:48) Jevon’s Paradox</p><p>(53:19) Insights for Founders and CEOs</p><p><br></p><p>Show Notes:</p><p><a href="https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view" target="_blank" rel="ugc noopener n...