Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss Tesla’s Full Self-Driving V12 and imitation learning, AI model improvements: open vs. closed, & more. Enjoy another episode of Bg2.
Timestamps:
(0:00) Intro + Phase Shifts
(3:42)Tesla FSD 12 & Imitation Learning
(28:32) AI Model Improvements | Open vs Closed Models
(49:10) Elon Musk Delaware Court Case
(58:30) Macro Market Outlook
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Shownotes:
Elon Musk FSD 12 Livestream V12
General Magic | Full Documentary
Tesla FSD Data Upload | Reddit Forum
FSD Beta – 100GB+ in 30 days
Cheng Chi – Open Source AI in Robotics
Anthropic Claude 3 benchmarks
Amazon Bedrock
AI group chat matrix
Michael Totten article RT by Pinker
Politico – Billionaire-backed AI advisers take over Washington
Martin Casado Tweet – AI / Manhattan project
Morning Brew tweet – Elon Musk vs Delaware
Institute for New Economic Thinking – CEO Pay
#BillGurley #BradGerstner #Bg2Pod
