Kuuntele BG2Pod with Brad Gerstner and Bill Gurley

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth ban, DeepSeek, Tesla, & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (02:15) Complex Systems (06:00) Tariff Negotiations & Free Trade (23:19) Export Controls: AI War, H20 & Rare Earth Ban (42:29) New AI Cold War & Zero Sum Game (52:37) $TSLA & Market Check Show Notes: Financial Times - US rare earth champion faces trade war test after tariffs halt China sales [https://www.ft.com/content/0ef4a333-245b-4f42-a026-e72dcd9240db] CNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts [https://www.cnbc.com/2025/04/21/us-chip-controls-boon-for-china-nvidia-rivals-like-huawei-analysts-.html] Project Syndicate - Trump’s $16 Trillion Trade Blind Spot [https://www.project-syndicate.org/commentary/trump-tariff-war-misses-the-bigger-battle-by-ricardo-hausmann-2025-03] NYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman) [https://www.nytimes.com/2025/04/02/opinion/trump-tariffs-china.html] Ezra Klein Podcast feat. Thomas Friedman [https://open.spotify.com/episode/1twkfDIGF8gzn64gqAQCCN] John Mearsheimer and Jeffrey Sachs | All-In Summit 2024 [https://www.youtube.com/watch?v=uvFtyDy_Bt0] Reuters - China hits back at US tariffs with export controls on key rare earths [https://www.reuters.com/world/china-hits-back-us-tariffs-with-rare-earth-export-controls-2025-04-04/] NYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to China [https://www.nytimes.com/2025/04/15/technology/nvidia-h20-chip-china-restrictions.html] Available on Apple, Spotify, www.bg2pod.com [http://www.bg2pod.com] Follow: Brad Gerstner @altcap [https://x.com/altcap] Bill Gurley @bgurley [https://x.com/bgurley⁠] BG2 Pod @bg2pod [https://x.com/BG2Pod⁠]

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (02:20) Liberation Day & Tariffs (19:18) US Open Source vs China Open Source (34:34) OpenAI Fundraise (52:25) Coreweave IPO & AI Demand (01:04:03) Rumors on TikTok deal Available on Apple, Spotify, www.bg2pod.com [http://www.bg2pod.com] Follow: Brad Gerstner @altcap [https://x.com/altcap] Bill Gurley @bgurley [https://x.com/bgurley] BG2 Pod @bg2pod [https://x.com/BG2Pod⁠]

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (02:21) Market Uncertainty (07:28) Globalism and Tariff Policies (25:07) $GOOG Acquisition of Wiz + M&A Environment  (40:33) $NVDA Market Position (55:37) Government Regulations & Impact on AI (1:04:45) Consumer AI Demand (1:10:33) AI Unit Economics Available on Apple, Spotify, www.bg2pod.com [http://www.bg2pod.com] Follow: Brad Gerstner @altcap [https://x.com/altcap] Bill Gurley @bgurley [https://x.com/bgurley⁠] BG2 Pod @bg2pod [https://x.com/BG2Pod⁠]

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (01:40) Grok 3 (05:55) Grok’s Leverage of X Platform (07:25) AI Consumer Market & SEO (23:04) AI Memory (26:15) AI Voice (29:05) Future AI Assets (33:29) AI Acceleration in China (36:09) Regulatory Challenges (37:46) AI CapEx and Investing Dynamics (48:38) Government Spending + DOGE (1:00:51) Golden State Warriors Available on Apple, Spotify, www.bg2pod.com [http://www.bg2pod.com] Follow: Brad Gerstner @altcap [https://x.com/altcap] Bill Gurley @bgurley [https://x.com/bgurley⁠] BG2 Pod @bg2pod https://x.com/BG2Pod [https://x.com/BG2Pod]

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests, Trump tariffs, open source, DOGE, & more. . Enjoy another episode of BG2! Timestamps: (00:00) Intro (03:20) DeepSeek & Open Source (37:03) Trump Tariffs (50:31) DOGE (01:04:19) Tech and Political Uncertainty Available on Apple, Spotify, www.bg2pod.com [http://www.bg2pod.com] Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley [https://x.com/bgurley] BG2 Pod @bg2pod https://x.com/BG2Pod [https://x.com/BG2Pod]