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 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

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

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

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

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(01:21) Stargate

(15:07) Dylan Patel and Semianalysis take on Stargate

(17:56) Stargate’s Impact on AI Competitive Landscape

(29:03) DeepSeek

(32:03) Special Guest Rene Haas (CEO of ARM Holdings)

(49:46) DeepSeek continued

(51:53) Trumps Executive Orders & Regulatory Freeze

(54:10) Coordination in AI Legistlation

(59:38) US National Debt and Balancing the Budget

(1:01:08) TikTok

(1:05:48) Tech Check