Bg2 Pod
@BG2Pod
Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
ID:1745181124945682432
https://linktr.ee/bg2pod 10-01-2024 20:30:11
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11,4K Followers
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US = 60% (gas / coal), 20% nuclear, 20% renewables. US power demands increasing first time in 25 years bc of AI / data center demand placing pressure on the grid and regulators to accelerate production capacity. Gas easiest but also need a complete nuclear reboot! Bill Gurley
BG2 Ep6. Pod drop. Deep Dive on AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & Moreβ¦ π₯π Brad Gerstner Bill Gurley
LLMs & the challenge of low switching costs. Data to the model or model to the data? Seems advantage currently goes to data as THE source of gravity. A little snack from Ep5 - new pod drop soon! Brad Gerstner Bill Gurley π₯
