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

I'm applauding the innovation. I'm I'm I'm jumping on board to crypto train, and I hope I hope the incumbents aren't able to strangle this thing in Washington. Hey, man. Great to see you. Good to see you, Brad. What an incredible weekend of college sports. You know I have to bring this up. I mean Okay. Texas had that big upset of number six Oklahoma. You had to be pretty stoked about that. It was a great week of fun. People that haven't been to a neutral site game. So like Florida does with Georgia, Texas OU. They meet every year in the middle of the Texas fair, so the stadium's got several 100,000 people outside of it. Oh my god. And when you get inside right on the 50, on both fifties, you know, all one team on the other and all the other fans on the other. So it's loud, and it goes back and forth. And it's unlike an experience you get where there's a home team and the crowd's all just rooting for one team. Oh, that's cool. Well, my Hoosiers, my Indiana Hoosiers bill upset the number three Ducks. I saw that. Six and o. And I I have a lot of Ducks fans in my, in my friend group, so I'm gonna, I'm gonna refrain from celebrating with you. But I I have to I'm used to celebrating Hoosier basketball, but rarely Hoosier football. But Kurt Cignetti's done an unbelievable job turning that program around. My 90 year old mother was watching that game and sending me play by play. So congrats to congrats to the Hoosiers. Well, as long as we're calling out the college football teams, and then we can move on. UCLA starts the season o and four, then upstate upsets Penn State at home with almost no fans there and wins big again this week. And, apparently, there was a coaching change after the o and four. So this could be the biggest turnaround in the history of college football. Go Bruins. Pretty incredible. So there's so much happening in the world today. We're gonna unpack a a few of those things. We're gonna follow-up on some of the issues, Bill, that I raised in the Jensen pod, you know, the latest AI announcements, all this bubble talk, circularity of revenues, quality of revenues, AI regulation. But we're also gonna do something today and cover something we don't often talk about on the pod, and that's like life and career. Bill, you have a huge book coming out, Running Down a Dream, How to Thrive in a Career You Actually Love. I'm so excited for this book. So So we're also gonna talk a little bit about that today. And and in the context of that, you know, we're coming up on the two year anniversary of this pod. I can't believe it. Time has flown by. But our you know, when you and I talked about about doing …