BG2Pod with Brad Gerstner and Bill Gurley
By BG2Pod
Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism
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AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
Brad Gerstner and Bill Gurley analyze recent geopolitical shifts, AI policy reforms, Middle East investments, tariffs, and the future of American technological competitiveness.
AI diffusion ruleMiddle East investment dealsU.S.-Middle East AI partnershipChina tariffsReconciliation billInvest AmericaDelaware incorporation rightsCrypto momentumOpen source AI ChinaStablecoins legislationGlobal AI raceTariff negotiationsU.S. economic leadershipTech regulation reformDebt and deficit reduction - 1:02:36
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
This episode explores the complexities of global trade, AI competition, export controls, and the strategic implications of tariffs and technological decoupling, emphasizing the importance of focusing on accelerating domestic innovation and avoiding escalation risks.
AI warexport controlstariff negotiationsChina rare earth banNVIDIA export restrictionsAI cold wardomestic innovationcomplex systemsglobal trade escalationtech decouplingU.S. national securitystrategic competitioninterdependenceregulatory captureAI model bans - 1:13:12
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
In this episode, Brad and Bill discuss the implications of recent tariffs, the future of TikTok amid US-China relations, and the evolving landscape of AI investments and technologies.
TariffsUS-China RelationsTikTokOpenAI FundraiseCoreWeave IPOAI DemandNVIDIAMarket UncertaintyConsumer AITrade Negotiations - 1:22:00
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
In this episode, Brad and Bill discuss the implications of market uncertainty, AI demand, and the recent Google acquisition of Wiz, while exploring the competitive landscape of AI technologies and the impact of tariffs on the industry.
NVIDIAGoogleWizAI DemandTariffsHuaweiConsumer ConfidenceM&A EnvironmentOpenAIBYDMarket UncertaintyDelta AirlinesTSMCJ.D. VanceChatGPT - 1:03:19
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
In this episode, Brad and Bill discuss the implications of Grok 3, AI advancements, competition with China, the impact of DOGE on public markets, and the future of AI investments.
Grok 3AI MemoryAI VoiceChinaDOGEPublic Market PullbackOpenAIDeepSeekMetaNVIDIAByteDanceSteph CurryGovernment SpendingInvestor SentimentMarket Dynamics - 1:14:07
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
In this episode, Brad Gerstner and Bill Gurley discuss the implications of DeepSeek, the impact of Trump tariffs, the rise of DOGE, and the intersection of technology and politics.
DeepSeekDOGETrump tariffsAIcryptocurrencymarket impactglobalismopen sourcepolitical uncertaintyinnovationNVIDIAeconomic implications - 1:11:08
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
In this episode, Brad and Bill discuss the implications of the Stargate project, executive orders related to TikTok and DOGE, and the evolving landscape of AI investment.
StargateAITikTokDOGEExecutive OrdersInvestmentARM Holdings - 1:23:11
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
In this episode, Brad Gerstner and Bill Gurley discuss market predictions, AI advancements, interest rates, inflation, and the implications of federal spending.
AImarket predictionsinterest ratesinflationfederal spendingNVIDIADOGE - 1:29:41
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
In this episode, Brad Gerstner and Bill Gurley discuss the AI semiconductor landscape with Dylan Patel, focusing on NVIDIA's dominance, the challenges of scaling AI, and the competitive dynamics among major players like Google and Amazon.
AISemiconductorsNVIDIAGoogleAmazonTPUScaling - 1:24:41
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner
In this episode, Brad Gerstner and Bill Gurley interview Satya Nadella about his journey as CEO of Microsoft, the company's investment in AI, and the future of technology and capitalism.
MicrosoftAIOpenAISatya NadellaBingCopilotFuture of Technology