NEW HERE — WHAT TEAHOSE DOES

We read the entire AI & tech firehose — so you don't have to.

HOW IT WORKS →

PODPodcasts

NEWNewsletters

PAPPapers

PHProduct Hunt

VCInvestor Scout

7 reads, 30 sec each — free, 6 AM ET.

+ a live graph of the companies, people & themes underneath.

NEW HERE — WHAT TEAHOSE DOES

We read the entire AI & tech firehose — so you don't have to.

PODPodcastsAll-In, No Priors, Acquired…

NEWNewslettersStratechery, Newcomer…

PAPPapersPhysical AI research

PHProduct Huntdaily launches

VCInvestor ScoutSequoia, a16z, Benchmark…

CLAUDE DISTILLS →

7 reads, 30 sec each — free, 6 AM ET.

+ a live graph of the companies, people & themes underneath.

HOME/BG2

POD

BG2

EPISODES 5LATEST OCT 15, 2026HOST BRAD GERSTNER, CLARK TANG, JENSEN HUANG

Topics covered

Competitive Strategy AI Infrastructure AI Agents Venture Capital Large Language Models Capital Efficiency AI Safety Product & Design Geopolitics Regulation & Policy Growth & Scaling IPO & Public Markets

Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more

BRAD GERSTNER, CLARK TANG, JENSEN HUANG

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

ANDREW FOX, BRAD GERSTNER, CLARK TANG, GAVIN BAKER

ChatGPT – The Super Assistant Era | BG2 Guest Interview

APOORV AGRAWAL, BILL GURLEY, DAN SHEVCHUK, NICK TURLEY

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner

BILL GURLEY, BRAD GERSTNER