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Open Source bi-weekly conversation with Brad Gerstner (@altcap) and Bill Gurley (@bgurley) on all things tech, markets, investing and capitalism
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Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Can AI revenues justify the spending? Jensen Huang breaks down the biggest bottlenecks heading into 2027, the path to the singularity, open vs. closed models, and why he’s 99.99% optimistic about the decade ahead. Jensen joins Brad Gerstner and Clark Tang for their third BG2 conversation, recorded d