Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week we are joined by Box Co-Founder & CEO, Aaron Levie. They discussed software valuations, public markets earnings, all things AI and legal immigration. Enjoy another Episode of Bg2.


Timestamps:

(0:00) Introduction
(3:58) Software Valuations/Multiples
(28:39) Public Markets Earnings Breakdown
(43:04) All Things AI
(1:15:00) Legal Immigration


Available on Apple, Spotify, www.linktr.ee/bg2pod

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Brad Gerstner @altcap   / altcap  
Bill Gurley @gurley   / bgurley  
Aaron Levie @levie   / levie  
BG2 Pod @bg2pod   / bg2pod