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BG2
Open-source bi-weekly conversations with Brad Gerstner and Bill Gurley on technology, markets, investing, and capitalism.
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NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Brad GerstnerClark TangJensen Huang
Nvidia’s $100 billion OpenAI partnership could support a self-build hyperscaler, with 10 gigawatts implying roughly $400 billion of potential Nvidia revenue.Jensen Huang says AI demand is much larger than consensus, while Nvidia’s 30x Hopper-to-Blackwell gain and power efficiency strengthen its moat; China and H1B talent remain risks.
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
Bill GurleyBrad GerstnerKevin Weil
OpenAI is framed at $300B enterprise value today and $1.6T in five years, while Kevin Weil reports usage deepening beyond Instagram’s growth and tracks weekly actives toward daily, multiple-times-per-day engagement.Its research-to-product loop supports shipping at 70% as models improve, with action-taking, connectors, memory, and personalization ahead, but execution against serious competitors and data-access barriers remain key risks.