Colby Marques

335 posts

Colby Marques

Colby Marques

@colbymarques

가입일 Şubat 2009
221 팔로잉88 팔로워
Bill Gurley
Bill Gurley@bgurley·
New pod link attached, but first a life / pod update. Almost two years ago I kicked off the BG2 podcast w my good friend @altcap to talk about tech, markets, investing, capitalism.  We have covered important topics from nuclear to China from the AI boom to self driving cars from the excesses of stock comp to the industrialization of venture. It has been a heck of a run as they say.  The audience response has been off the charts for which I am grateful. But I also realize that even a bi-weekly commitment to important conversations takes quite a bit of time.  The truth is Brad & the team have done a heroic amount of work -  huge credit and thank you. And so I am going to be stepping back from the BG2 pod to devote time to a few bigger projects including my upcoming book launch - which I care about deeply. I continue to think the niche we carved out for BG2 is an important one - honest & serious conversations with experienced executives & analysts about the most important topics impacting tech, investing, and markets. I appreciate all the incredible feedback and especially the friendship, trust & effort by Brad in putting this together. He is one of the smartest, hardest working, and positive sum guys that I know & no doubt BG2 will continue to have important conversations.  By the way - what Brad accomplished in passing the Invest America Act getting every newborn a 401k from birth - while juggling Altimeter, his family, and this pod was an inspiration & reminder to me to also focus on some big, worthy quests. I may drop into the pod as a guest on occasion - I remain a huge fan and friend - but with Brad’s support I just wanted to make a clean break for now to allow the space for many other things that I hope to accomplish.
Bg2 Pod@BG2Pod

BG2. AI Bubble or Buildout? $3T CapEx, Stablecoin Boom, and Gurley’s 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) Nvidia’s Investments: Healthy or Hype? (19:15) $3 Trillion CapEx: Are We Overbuilding AI? (25:30) OpenAI’s 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) Gurley’s Crypto Conversion (38:30) From PIX to FedNow: The Future of Digital Money (41:00) Coinbase, Circle, and the 4% Yield Revolution (46:00) Brad on Invest America (Trump Accounts) (49:00) Implementation Timeline & Treasury Update (50:30) Bill’s Book: Running Down a Dream (53:15) The Great Career Reset: Passion vs. Grind (55:00) Bezos’ Regret Minimization Framework (57:00) Who the Book Is For (59:00) Gurley’s Next Mission

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Raoul Pal
Raoul Pal@RaoulGMI·
If any of you have wondered what my GMI publication is all about, the 140 page January Think Piece is free for all Real Vision members (free and above). You'll find it in the reports section. This might have been the most profound article I've ever "written"...
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MrBeast
MrBeast@MrBeast·
Seeing everyone’s reaction to Beast Games is awesome 🥹
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Colby Marques 리트윗함
Factual
Factual@factual·
Two of our favorite @AdelphicMobile clients stopped by our HQ yesterday. Thanks for visiting Ethan and Colby!
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Forbes
Forbes@Forbes·
Walmart announced its first ever mass store closing today, with 269 stores worldwide set to close their doors onforb.es/1RTkXI7
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Eric Ginsberg
Eric Ginsberg@Eginsberg·
Anddddd the #Coachella lineup is out 🙌🙌🙌
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