BG2Pod with Brad Gerstner and Bill Gurley: Who It's For and Who Sponsors It

Est. audience: 109,500
Apple rating: 4.7 from 457
Cadence: Monthly
Latest: 2026-10-15
By: BG2Pod
Based on: 12 recent episodes

Covers: Technology markets, AI capital expenditures, enterprise software deployments, venture investing, and global macroeconomic trends.
For: Tech executives, venture capitalists, enterprise leaders, and startup founders.
Best for: Investors and tech leaders analyzing market trends and enterprise AI strategies.
Skip if: People seeking entry-level software tutorials or consumer tech reviews.

Start with

Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more: Explores AI infrastructure spending, future compute bottlenecks, and open versus closed models.
AI Enterprise - Databricks & Glean | BG2 Guest Interview: Discusses why enterprise AI projects fail, model commoditization, and building durable software advantages.
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview: Explains how enterprise platforms implement AI and deploy engineering solutions for clients.

Summarised by AI from 12 recent episodes. Audience estimate and Apple rating from Podscan, checked 2026-11-03; treat the estimate as a guide and ask the show for its own numbers. Prices are not included. Report a mistake.