[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 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1745181124945682432.png) @BG2Pod Bg2 Pod

Bg2 Pod posts on X about $nvda, open ai, china, intro the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1745181124945682432/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745181124945682432/c:line/m:interactions.svg)

- X Week XXXXXXX +298%
- X Month XXXXXXXXX +459%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1745181124945682432/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745181124945682432/c:line/m:posts_active.svg)

- X Week XX +44%
- X Month XX +260%
- X Months XX -XX%
- X Year XX +28%

### Followers: XXXXXX [#](/creator/twitter::1745181124945682432/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745181124945682432/c:line/m:followers.svg)

- X Week XXXXXX +2.10%
- X Month XXXXXX +8.70%
- X Months XXXXXX +19%
- X Year XXXXXX +64%

### CreatorRank: XXXXXXX [#](/creator/twitter::1745181124945682432/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745181124945682432/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1745181124945682432/influence)
---

**Social category influence**
[technology brands](/list/technology-brands)  XXXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XX% [finance](/list/finance)  XX% [fashion brands](/list/fashion-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #237, [open ai](/topic/open-ai) 10%, [china](/topic/china) #2236, [intro](/topic/intro) #1816, [huawei](/topic/huawei) #70, [asics](/topic/asics) 3.33%, [investment](/topic/investment) 3.33%, [$7936t](/topic/$7936t) 3.33%, [future of](/topic/future-of) 3.33%, [devs](/topic/devs) XXXX%

**Top accounts mentioned or mentioned by**
[@altcap](/creator/undefined) [@art2i](/creator/undefined) [@bgurley](/creator/undefined) [@bg2clips](/creator/undefined) [@lumidawealth](/creator/undefined) [@sundeep](/creator/undefined) [@remytown](/creator/undefined) [@nvidia](/creator/undefined) [@mollysoshea](/creator/undefined) [@kevinbcook](/creator/undefined) [@clarktang](/creator/undefined) [@davidsacks](/creator/undefined) [@michaeldell](/creator/undefined) [@ai](/creator/undefined) [@spicep0dcast](/creator/undefined) [@mrp](/creator/undefined) [@logoinvestor](/creator/undefined) [@foliotrail](/creator/undefined) [@bo_brand](/creator/undefined) [@bossriceshark](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Spotify Technology (SPOT)](/topic/$spot) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [CoreWeave, Inc. (CRWV)](/topic/$crwv)
### Top Social Posts [#](/creator/twitter::1745181124945682432/posts)
---
Top posts by engagements in the last XX hours

"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, 411.6K engagements


"BG2. Ep XX. Double $NVDA System Level Comp Moat Insane Demand Inference Explosion X B x Memphis Supercluster OpenAI & more. @altcap @_clarktang @bgurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46)"  
[X Link](https://x.com/BG2Pod/status/1845431420728246688) [@BG2Pod](/creator/x/BG2Pod) 2024-10-13T11:48Z 32.2K followers, 488.5K 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, 6947 engagements


"NVDA captured XXX% of the incremental AI market from AMD. @theallinpod @altcap"  
[X Link](https://x.com/BG2Pod/status/1977872889186492573) [@BG2Pod](/creator/x/BG2Pod) 2025-10-13T23:03Z 32.2K followers, 7353 engagements


"Spotify: Apple: Youtube:"  
[X Link](https://x.com/BG2Pod/status/1978249815243796869) [@BG2Pod](/creator/x/BG2Pod) 2025-10-15T00:01Z 32.2K followers, 47.2K engagements


"Duly noted. Adding to agenda. 🧐"  
[X Link](https://x.com/BG2Pod/status/1975716966007816313) [@BG2Pod](/creator/x/BG2Pod) 2025-10-08T00:16Z 32.2K followers, 17.3K 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, 539.4K 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