Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
Transcript preview
Preview only
I witnessed almost daily people that are either in government or even friends of ours who say we have to win the AI war with China. Right. And I don't know what that means. Yeah. Like, I can't imagine an end state where we control all the AI and they don't have any. Right. Like, it's already too late. It's too late. And they're smart. Like, I think And
the reality is that we just need to focus on running our fastest race. We need the Teslas. We need the open AIs. We need rockets that land themselves. We need all of this. But to think that they're not gonna have BYD building great cars or they're not gonna have DeepSeek building great models or they're not going to have rocket companies that copy us and can land themselves, like, that that would be naive. It's
remarkably naive.
Bill, it's good to be with you. Good
to see you. I
mean, we're in this, wait. Should we tell him that Steve Ballmer gave us this man cave?
It's a private cave in the, in the intro. I
mean, the the the truth the the truth of the matter is the hardest thing about this pod, I love this pod, but you and I getting our schedules to match and actually getting together. And so I've gotten a ton of feedback. I've seen on Twitter people like, when are you guys gonna record the pod first? Thank you for the audience encouraging us to do this because I love doing it. Yeah. Know that we would love to do it more. It's just a little challenging to get together and and to do it. We have an ongoing dialogue, I think pretty much 24 by seven Correct. About this stuff going on in the world. An
So, you know, we've talked about this in the past, but but everyone in the ecosystem was super impressed with how quickly they built the Memphis facility. Exactly. And how big it was, and it's the largest, you know, contiguous cluster in the world. And there was a lot of chatter about that ahead of time. Yes. And I I can remember some of the investors there saying, you know, this will prove that pretraining still has headroom because this will be the biggest, cluster ever trained on. Correct. And you can decide what your expectation was after that inter that that kind of, line in the sand. The
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.