bg2clips
@bg2clips
Clips from the @bg2pod hosted by Brad Gerstner & Bill Gurley. Fan made. 🎬
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.@altcap just got the ultimate compliment on @theallinpodcast from @jason.
"This would not have happened without you, Brad" — for turning Trump Accounts from an idea into reality and a hallmark achievement of the President’s main street agenda.
“This is your legacy of everything you've done in your life. Lots of success and I've seen it up close and personal this is a million times everything you've done in your whole life. You'll be remembered for this.” 💐
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🚀 Brad Gerstner on the historic SpaceX IPO — and why it's a win not just for @elonmusk, but for all of America:
"What an incredible day this is for America. What an incredible day it is for the hard work of the thousands of people at Starbase who've worked to put us back on the top in space.
Remember, when @SpaceX got started, we didn't even have a shuttle to go to space to pick up our own astronauts. We were paying the Russians to go get our astronauts.
Today, we're back on the top in space."
— @altcap on @CNBC
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⚡ Gavin Baker on why Elon's data center strategy is printing money — and Brad Gerstner on why nobody saw it coming:
"If you can borrow money at 6, 7, 8% and invest in something with a 55% ARR, I'm not the most sophisticated thinker, but that math maths... We do know from Jensen that @elonmusk brings data centers up faster than anyone, 122 days. Speed is literally cost."
"This whole category of taking all of this compute, which he's uniquely good at standing up, and then reselling it in a way that's highly profitable was not in a lot of people's forecasts — now it's a major component of the forecast."
— @GavinSBaker & @altcap on @BG2Pod / BGGB Pod
As Jensen Huang said, “Elon is an N of 1.”
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