Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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Elon is 100% right. Nobody has $500,000,000,000 In fact, nobody has a $100,000,000,000 to contribute to this on day 1. Hey, man. Great to see you. Good
to see you.
I made never a dull moment. Incredible.
This, goes well beyond, being a dull moment. I think we have a year worth of activity in about 48 hours this week. I
had an amazing weekend in DC. There was a tremendous amount of optimism. I've been saying to you and our friend group that I remember during Trump won in 2016. I mean, every morning you woke up, you're kinda holding your breath at the you know, what had changed since the night before. It was really the first administration that lived on Twitter, and here we are again. You know, in some ways, the last, year certainly, I feel like not a lot was going on in the world. Like, I wasn't stressing out every morning that I woke up, And, man, this administration has kicked off with a bang, and a major m
Yeah. And maybe I'll maybe I'll I'll do it in kind of how it rolled over me. Right? So, you know, this is the day after the inauguration and the the kinda high profile, you know, performance Trump had with the EO signing. And, you know, rumors I don't know. They started flipping out on Twitter or I don't know where. Maybe I saw it on the TV, but, like, there was gonna be a big press conference. And, and it revolved around this thing called Stargate. And reminding everyone, Sam Altman at Open Eye had been talking about the concept of Stargate for a while now. He had he had suggested maybe him a
Well, I mean, listen. I think that for now, well over a year, OpenAI and many others have been talking about the need for massively more compute. A lot of the talk in Washington this weekend, with various cabinet ministers and others was that this administration was going to dramatically accelerate power generation in the US, data center construction in the US, and compute in order that we win at AI. So that there's no surprises there. You know, the fact that they were able to announce this the day after the inauguration, that it was at this scale and magnitude. Now remember, this comes on the
bet you I bet you that's the first time you've said Abilene 3 times in a row in under a minute. By
the way, I talked a lot about Abilene last year on the pod and with our team. Do
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