[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@BG2Pod](/creator/twitter/BG2Pod) "BG2. Ep XX. NVDA $XXX B OpenAI Deal; $X Trillion AI Capex Build Out; ASICS & Comp Moat; Trump Elon China H1Bs & more. @altcap @_clarktang @bgurley (0:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia Investment (8:41) Nvidia Accelerated Compute TAM (18:55) $NVDA ROI Glut or Bubble (27:45) Roundtripping Claims (31:10) Annual Release Cadence & Extreme Co-design (40:45) Future of ASICs & Economics (53:47) Nvidia's Competitive Moat (56:55) Elon & Colossus X (58:47) Sovereign AI & Global Buildout (1:02:21) The AI Administration (1:07:43) Chinese AI Chips & NVIDIAs Role" [X Link](https://x.com/BG2Pod/status/1971419076640768073) [@BG2Pod](/creator/x/BG2Pod) 2025-09-26T03:38Z 32.2K followers, 411.8K engagements "BG2. AI Bubble or Buildout $3T CapEx Stablecoin Boom and Gurleys Next Chapter 👊💥 @altcap @bgurley @BG2Pod (00:00) Intro (02:00) Two Years of BG2 (03:45) Bill Stepping Back to Write His Book (07:00) The AI CapEx Bubble (13:00) Nvidias Investments: Healthy or Hype (19:15) $X Trillion CapEx: Are We Overbuilding AI (25:30) OpenAIs Race for Escape Velocity (28:30) AI Regulation: State Patchwork Madness (30:30) Why Federal Preemption Is Critical (35:00) Stablecoin Surge: $18T in Settlements (36:45) Gurleys Crypto Conversion (38:30) From PIX to FedNow: The Future of Digital Money (41:00) Coinbase" [X Link](https://x.com/BG2Pod/status/1978249799838404664) [@BG2Pod](/creator/x/BG2Pod) 2025-10-15T00:01Z 32.2K followers, 540.7K engagements "China AI. Nvidia had XX% market share in China in 2022 fell dramatically in 23-24 due to export controls & today is nearly banned. Meanwhile Huawei capabilities are expanding rapidly to fill the vacuum giving them monopoly profits in China to fuel their global expansion. The decision increases the US trade deficit w China by up to $XX B per yr; reduces taxes paid to the Treasury by $5-10 B per yr; reduces NVDA profit for R&D & Investment by $XX B per yr; reduces the number of Chinese AI researchers in the American AI stack & cuda ecosystem dramatically; & greatly expands Huawei profits. While" [X Link](https://x.com/BG2Pod/status/1976286049023500392) [@BG2Pod](/creator/x/BG2Pod) 2025-10-09T13:58Z 32.2K followers, 35K engagements "Spotify: Apple: Youtube:" [X Link](https://x.com/BG2Pod/status/1978249815243796869) [@BG2Pod](/creator/x/BG2Pod) 2025-10-15T00:01Z 32.2K followers, 47.4K engagements "Bad policy decision. Hope the Trump China deal reverses the current ban which: (1) massively increases our trade deficit; (2) hands Huawei monopoly profits plus XX% of the worlds AI devs and (3) undermines our efforts to win the global AI race. 🫡" [X Link](https://x.com/BG2Pod/status/1979558781462704609) [@BG2Pod](/creator/x/BG2Pod) 2025-10-18T14:42Z 32.2K followers, 17.5K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BG2Pod
"BG2. Ep XX. NVDA $XXX B OpenAI Deal; $X Trillion AI Capex Build Out; ASICS & Comp Moat; Trump Elon China H1Bs & more. @altcap @_clarktang @bgurley (0:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia Investment (8:41) Nvidia Accelerated Compute TAM (18:55) $NVDA ROI Glut or Bubble (27:45) Roundtripping Claims (31:10) Annual Release Cadence & Extreme Co-design (40:45) Future of ASICs & Economics (53:47) Nvidia's Competitive Moat (56:55) Elon & Colossus X (58:47) Sovereign AI & Global Buildout (1:02:21) The AI Administration (1:07:43) Chinese AI Chips & NVIDIAs Role"
X Link @BG2Pod 2025-09-26T03:38Z 32.2K followers, 411.8K engagements
"BG2. AI Bubble or Buildout $3T CapEx Stablecoin Boom and Gurleys Next Chapter 👊💥 @altcap @bgurley @BG2Pod (00:00) Intro (02:00) Two Years of BG2 (03:45) Bill Stepping Back to Write His Book (07:00) The AI CapEx Bubble (13:00) Nvidias Investments: Healthy or Hype (19:15) $X Trillion CapEx: Are We Overbuilding AI (25:30) OpenAIs Race for Escape Velocity (28:30) AI Regulation: State Patchwork Madness (30:30) Why Federal Preemption Is Critical (35:00) Stablecoin Surge: $18T in Settlements (36:45) Gurleys Crypto Conversion (38:30) From PIX to FedNow: The Future of Digital Money (41:00) Coinbase"
X Link @BG2Pod 2025-10-15T00:01Z 32.2K followers, 540.7K engagements
"China AI. Nvidia had XX% market share in China in 2022 fell dramatically in 23-24 due to export controls & today is nearly banned. Meanwhile Huawei capabilities are expanding rapidly to fill the vacuum giving them monopoly profits in China to fuel their global expansion. The decision increases the US trade deficit w China by up to $XX B per yr; reduces taxes paid to the Treasury by $5-10 B per yr; reduces NVDA profit for R&D & Investment by $XX B per yr; reduces the number of Chinese AI researchers in the American AI stack & cuda ecosystem dramatically; & greatly expands Huawei profits. While"
X Link @BG2Pod 2025-10-09T13:58Z 32.2K followers, 35K engagements
"Spotify: Apple: Youtube:"
X Link @BG2Pod 2025-10-15T00:01Z 32.2K followers, 47.4K engagements
"Bad policy decision. Hope the Trump China deal reverses the current ban which: (1) massively increases our trade deficit; (2) hands Huawei monopoly profits plus XX% of the worlds AI devs and (3) undermines our efforts to win the global AI race. 🫡"
X Link @BG2Pod 2025-10-18T14:42Z 32.2K followers, 17.5K engagements
/creator/twitter::1745181124945682432/posts