AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

<p>Pre-Order<strong> Runnin' Down a Dream</strong> now: https://a.co/d/0oIPPve</p><p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a bubble. They dive into the rise of stablecoins and the new financial rails reshaping money, the fight over AI regulation in America, and Bill’s next chapter—his new book <strong>Runnin' Down a Dream</strong> and what it means to build a career you actually love. Enjoy another episode of <strong>BG2</strong>!</p><p><br /></p><p><strong>Timestamps:</strong></p><p><strong>(00:00) Intro</strong></p><p><strong>(02:00) Two Years of BG2</strong></p><p><strong>(03:45) Bill Stepping Back to Write His Book</strong></p><p><strong>(06:00) Runnin' Down a Dream</strong></p><p><strong>(07:00) The AI CapEx Bubble?</strong></p><p><strong>(09:30) Sham vs. Real Transactions in AI</strong></p><p><stro...