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Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update
Manage episode 405184828 series 3555190
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving V12 and imitation learning, AI model improvements: open vs. closed, & more. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro + Phase Shifts
(3:42)Tesla FSD 12 & Imitation Learning
(28:32) AI Model Improvements | Open vs Closed Models
(49:10) Elon Musk Delaware Court Case
(58:30) Macro Market Outlook
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @bgurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2PodShownotes:
#BillGurley #BradGerstner #Bg2Pod
27集单集
Manage episode 405184828 series 3555190
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving V12 and imitation learning, AI model improvements: open vs. closed, & more. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro + Phase Shifts
(3:42)Tesla FSD 12 & Imitation Learning
(28:32) AI Model Improvements | Open vs Closed Models
(49:10) Elon Musk Delaware Court Case
(58:30) Macro Market Outlook
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://twitter.com/altcap
Bill Gurley @bgurley https://twitter.com/bgurley
BG2 Pod @bg2pod https://twitter.com/BG2PodShownotes:
#BillGurley #BradGerstner #Bg2Pod
27集单集
所有剧集
×![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
1 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner 1:11:08
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
1 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner 1:23:11
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
1 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America 44:07
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
1 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball 1:06:18
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
1 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner 54:06
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
1 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner 1:25:51
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
1 Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner 1:17:37
![BG2Pod with Brad Gerstner and Bill Gurley podcast artwork](/static/images/64pixel.png)
1 Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner 57:29
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