Brad Gerstner, investor and founder of Altimeter Capital, joins the podcast to discuss various topics. They talk about the pause in rate hikes by the Fed and its impact on the IPO market, the trust and reputational credibility of the film industry, the benefits of infrared saunas, the trend of people taking AI too seriously in the stock market, the changing landscape of search and Google's future, stock trading experiences and strategies, the importance of detailed deal memos for startups, the recent strike by Reddit moderators and the future of social networks, and the shifting dynamics of the internet with a focus on AI funding and risks involved.

Bill Gurley and Brad Gerstner join the hosts to discuss topics like the state of Series A funding, misconceptions about VC dry powder, the opening of the IPO window, managing distributions in venture cycles, and the impact of global warming. They also touch on the economy, inflation, and the success of the podcast.

Brad Gerstner discusses the VC FOMO frenzy in AI, macro update, Fox News lawsuit, US-China competition, and more. Topics also include Marc Benioff's stock-based compensation boom, Ukraine peace proposal, Harvard legacy admissions, and Draymond Green on Black History Month.

Discussions cover stock compensation, AI Cold War between Google & Apple, TikTok US situation, Microsoft's Inflection acquisition, and VC valuations for LLM models. Insightful conversations on tech, investing, and markets with Brad Gerstner, Bill Gurley, and Bob Mylod.

Tech investor Bill Gurley and Altimeter Capital CEO Brad Gerstner discuss Coatue Conference, Tesla vote controversy, AI trends, OpenAI IPO, Delaware court case, and globalization in a captivating conversation on all things tech and investing.

Venture capitalist Bill Gurley and investor Brad Gerstner discuss the surge in AI investments, the challenges in AI companies, public software valuations, the future of tech investing, startup challenges, the current economic situation, open vs closed economies, and the impact of free market capitalism on human prosperity.

Tech investor Bill Gurley and Altimeter Capital CEO Brad Gerstner discuss the Pre-IPO market, AI's future potential, the state of software, excess capital impact, AI spending effects on investments, and public market opportunities. Insightful dive into tech, markets, and investing.

Tech investors Bill Gurley and Brad Gerstner discuss Silicon Valley's political shift, Meta's open-source AI, COVID postmortem, Wiz IPO, self-driving cars, CrowdStrike incident, and Spotify's success.

(0:00) Bestie intros: Brad Gerstner joins in place of Sacks, and brigadoons! (2:02) Ye's current situation and acquisition of Parler (14:17) Snap drops ~30%, corporate misgovernance, super-voting shares (32:53) Macro outlook, Stability AI $101M fundraise, VC fund metrics (1:05:38) The difficulty of active stock picking and valuing businesses (1:21:38) Lyft vs Gavin Newsom on Prop 30, PSA from Chamath Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/SNAP:NYSE https://www.statista.com/statistics/545967/snapchat-app-dau https://www.washingtonpost.com/technology/2022/10/20/musk-twitter-acquisition-staff-cuts https://www.bloomberg.com/news/articles/2022-10-17/digital-media-firm-stability-ai-raises-funds-at-1-billion-value https://twitter.com/elonmusk/status/1520643441994387456 https://www.wsj.com/articles/lyft-battles-gavin-newsom-over-california-measure-to-fund-evs-11665864256 https://voterguide.sos.ca.gov/propositions/30 https://fred.stlouisfed.org/series/GFDEGDQ188S

Bill Gurley, a tech and market volatility expert, and Brad Gerstner, a savvy investor with a tech focus, tackle pressing financial themes. They delve into the current public market reset and the implications of high valuations. AI stock fluctuations and the potential for a bubble in the tech sector ignite discussion. The conversation shifts to Google's recent legal challenges regarding its search engine monopoly. They also explore the evolving AI landscape and the need for regulatory clarity in this rapidly advancing field.