Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, &amp; more. Enjoy another episode of BG2.</p> <p><br></p> <p><strong>Timestamps:</strong></p> <p>(00:00) Intro</p> <p>(00:36) The U.S. Nuclear Renaissance</p> <p>(08:15) AI Fast and Furious</p> <p>(11:19) OpenAI Strawberry o1</p> <p>(17:15) Inference Constraints</p> <p>(20:18) Open AI Breaking Out</p> <p>(35:00) State of VC</p> <p>(43:52) “Quasi-Public Companies”</p> <p>(48:32) Liquidity / IPOs</p> <p>(58:41) Tech Market Check</p> <p><br></p> <p>Available on Apple, Spotify, <a href="http://www.bg2pod.com">www.bg2pod.com</a></p> <p><br></p> <p>Follow:</p> <p>Brad Gerstner <a href="https://x.com/altcap" target="_blank" rel="noopener noreferer">@altcap</a></p> <p>Bill Gurley <a href=...