The Digest.

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BG2Pod with Brad Gerstner and Bill Gurley summaries

Every long episode from BG2Pod with Brad Gerstner and Bill Gurley, read in minutes: the key takeaways, the chapters, and a digest of the whole conversation. Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

Gavin Baker, Andrew Fox, and Clark Tang join Brad Gerstner to discuss the upcoming SpaceX IPO, the rapid advancements in AI models like Fable 5, and the massive capital expenditures driving the AI compute market.

June 11, 2026

ChatGPT – The Super Assistant Era | BG2 Guest Interview

Nick Turley, Head of Product at OpenAI, discusses the evolution of ChatGPT from a free demo to a product with over a billion users, and shares insights into its future as a super assistant.

March 15, 2026