BG2Pod with Brad Gerstner and Bill Gurley
BG2Pod
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
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Jan 25, 2024 • 1h 10min
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01
Dive into the whirlwind of venture capital as it intersects with AI's explosive growth. The discussion highlights the potential pitfalls within AI companies and recent shifts in public tech valuations. A poignant comparison is made between the current economic climate and the infamous 1999 bubble. Key insights reveal the challenges startups face amid tightening capital resources. The optimistic perspective on capitalism suggests innovation continues to drive human prosperity, despite market corrections.
