bg2clips

Clips from the @bg2pod hosted by Brad Gerstner & Bill Gurley. Fan made. 🎬

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🇺🇸 Nvidia CEO Jensen Huang on what makes Trump unique:

"It was hard to go to DC in the past. As you know, getting an appointment was almost impossible.

President Trump has a open door to leaders who want to come in and help them understand the future.

This is an administration that believes in growth. Fundamentally, president Trump wants America to grow."

— @Nvidia CEO Jensen Huang with @altcap on the @BG2Pod

[Bg2 Pod @BG2Pod]

Market triggers. 💰💰📈

[bg2clips @bg2clips]

So cool to see!!

[Vlad Tenev @vladtenev]

On launch day, @TrumpAccounts app hits #1 in finance and #4 overall in the App Store.

Fastest growing app outside of AI.

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🇺🇸🇺🇸🇺🇸

[sunny madra @sundeep]

Love to see this for 🇺🇸’s youth!

@InvestAmerica24 @altcap

[Invest America | Trump Accounts @InvestAmerica24]

Agreed. Join the movement - get all the kids / families you know to download their free $$ today! 💰🇺🇸🚀

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"There's no human being on the planet that is better at turning electrons into tokens than Elon Musk.

Let me say that again, because we focus a lot on the launch business.

We focus a lot on the communications business. Which is Starlink, which we all benefit from.

But @elonmusk is building the biggest data centers on Earth and eventually in space of anybody, and nobody is better at turning those electrons into tokens.

That is an extraordinarily valuable place to sit.

He just struck a huge deal with Anthropic. I think more deals are to come.

And that, from my perspective, totally changed the game on the SpaceX IPO.

I knew that the launch business was great. I knew that Starlink was great,
but that alone would not justify the valuation.

Him building the data centers which are going to power all of AI and him then using those to train up his own AI with incredible team that he acquired from Cursor, I think is a total game changer for
the IPO and puts them in a really good position."

-@altcap on @CNBC May 28th

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“There’s no human being on the planet that is better at turning electrons into tokens than Elon Musk.”

-@altcap stopped by @CNBC to say that even though everyone focuses on @spaceX’s launch and communications businesses, it’s their AI business that is the sleeper hit.

Giant US-based data centers. Soon to have space-based data centers.

$15B deal with @AnthropicAI

Acquiring @cursor_ai and bringing in their talented team of AI engineers.

@elonmusk is making all the right plays for winning the future.

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🇺🇸🇺🇸🇺🇸

[@jason @Jason]

Wild... can't believe this got done!

This might be the #1 thing President Trump will be remembered for.

[Brad Gerstner @altcap]

For 250 years America’s military families have sacrificed to defend America - asking for little in return. Today we are raising $$ for the kids of military families to add to their Invest America | @TrumpAccounts. Over $10 M already donated. 🇺🇸🚀🤍[email protected].

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Watch the full episode here
https://t.co/sr64EC6rv1

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🏥 Brad Gerstner on why healthcare costs keep rising — and how AI and deregulation could finally fix it:

"The government gets more and more involved in healthcare. And the only thing that happens, it gets more expensive...

I actually think if you just let the markets work, we're entering into an age of abundance. A lot of these problems are going to be solved. People are going to have a lot of AI coaches in healthcare and education."

Jason Calacanis adds: "It's so regulated that entrepreneurs and VCs are just like, that's kryptonite... the government has poisoned the well. We can't participate in that. And that's the roadblock. And that's where Americans are suffering."

— @altcap & @Jason on @theallinpod

[Brad Gerstner @altcap]

Every school in America should sign up every child for a @TrumpAccounts. Yesterday, @kwsimpson & I “adopted” the @MMES_Panthers in Durham, NC to sign up 700 kids & give them each a bonus of $250. It’s a simple blueprint that communities throughout America can follow! 🇺🇸🚀

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Check out the full episode 👇
https://t.co/sr64EC6rv1

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🏛️ Brad Gerstner on why AI won't be regulated like the FDA:

"The approval regime, this idea that you're going to have to share every model with an FDA in Washington and they're going to have to pre-approve the model is a disaster...

Number one, we do not want to put Washington in the position of picking winners and losers when it comes to these models. We're winning. We're on the winning horse in America. We're out in front of the rest of the world. There's no reason to change horses and regimes at this point."

— @altcap on @theallinpod

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Check out the full episode here 👇
https://t.co/sr64EC6rv1

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🚀 Brad Gerstner on @elonmusk's ace card with xAI's compute infrastructure:

"There's nobody better on planet Earth than Elon at converting electrons to tokens...

Now we see the ace card that Elon's playing. He said he was building AWS all along or EWS (Elon Web Services) all along.

I estimate that this is going to generate in this year an incremental $4 to $5 billion of revenue... That's a material amount of incremental revenue to offset the cost of the investments that he's made here."

— @altcap on @theallinpod

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The besties don't hold back in the full episode
https://t.co/sr64EC6rv1

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📈 Trump's economy is better than you think.

"We've heard all of the negative stories, but what's happening?

Accelerating GDP, a 10-year that's sitting at 4.3%, inflation totally under control. We're leading the world in [AI & compute] and it's contributing massively to GDP growth.

We see the S&P only up 8% this year, so we're not in bubble territory here.

Meta is trading at 17x fully taxed GAP earnings, NVIDIA at 19x, Microsoft at 20x, Google at 24x, and then the memory stocks that everybody's excited about...this is not the stuff that bubbles are made of...we started the year with OpenAI and Anthropic were doing combined about $30B in revenue, now combined 4 months later, $80B in revenue.

The policies of this administration on the economy are working, they're working in spades, our gap on the rest of the world in AI is growing.

— @altcap with @jason and @DavidSacks on @theallinpod

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Check out the full episode 👇
https://t.co/PpOmCnck7p

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🚨 Data center protests are neither organic nor well-informed.:

"I wanna dispel this myth. This is not like organic, hyper-local protests by people in a community...

This is highly organized activists that are moving across the country to stir up trouble in the exact same way they did to stop all fission reactors being built thirty years ago in America. Now we have no nuclear reactors being built. China's got 100 of them. Who was funding those activists? I think we need to really look into who's funding the activists now.

I'm not saying that there aren't any concerns, but the misinformation about water, the misinformation about electricity bills. Electricity bills are going up in the places that are not building data centers, New York and California, because they haven't built any supply on the grid.

In Texas, where you're building the most data centers in the country, electricity costs are going down. So I think that's a boogeyman that we gotta take on."

— @altcap on Ep271 of @theallinpod

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Watch the full episode 👇
https://t.co/PpOmCnck7p

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🚨 Bernie Sanders is making a huge mistake by calling for a moratorium on building new data centers:

"We'd have negative GDP growth this year. The stock market would be down 15% to 20%. Unemployment would be on the rise... AI is delivering huge net benefits today.

But I also think ideas like if we're gonna put a data center in Abilene, Texas, let's make electricity in Abilene free for the households, right? There are ideas that can deliver net benefits. We gotta deliver those.

Optimism will be on the march."

— @altcap on Ep271 of @theallinpod