China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
AUG 28, 202566 MIN
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
AUG 28, 202566 MIN
Description
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade—and what America must do to win the global tech race. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p><strong>(00:00)</strong> Intro</p><p><strong>(01:20)</strong> OpenAI, Anthropic, Private Market Overheating</p><p><strong>(03:30)</strong> China's Role in the Global Tech Order</p><p><strong>(04:50)</strong> Why Bill Went to China</p><p><strong>(06:40)</strong> Dan Wang's Breakneck: Engineers vs Lawyers</p><p><strong>(10:30)</strong> Xiaomi, BYD, and Auto Innovation</p><p><strong>(14:00)</strong> Factory Productivity, Automation, and the Jobs Debate</p><p><strong>(15:20)</strong> Open Source Model Culture in China</p><p><strong>(19:30)</strong> Can the US Compete Without Reform?</p><p><strong>(23:30)</strong> Tariffs, Trade Deals, and a Path to Cooperation</p><p><strong>(28:00)</strong> Waymo, Baidu, and Cost Innovation</p><p><strong>(33:00)</strong> Is China Winning Global Trade?</p><p><strong>(36:30)</strong> Debunking the Subsidy Narrative</p><p><strong>(38:30)</strong> What the CEOs Who Visit China Actually Say</p><p><strong>(41:30)</strong> China's AI Ecosystem: DeepSeek, Qwen, Alibaba Cloud</p><p><strong>(44:00)</strong> Open Source in China and the US: Strategic Choices</p><p><strong>(48:00)</strong> VC Pullback from China & What's Still Happening on the Ground</p><p><strong>(53:00)</strong> China's New K-Visa vs US Skilled Immigration Policies</p><p><strong>(56:30)</strong> Gurley: Read Dan Wang’s Breakneck, Watch the Ground Game</p><p><strong>(01:03:00)</strong> VC Pullback from China</p><p><br></p><p>Show Notes:</p><p>Open Source Development in China <a href="https://merics.org/sites/default/files/2021-05/MERICS%20Primer%20Open%20Source%202021_0.pdf"><u>https://merics.org/sites/default/files/2021-05/MERICS%20Primer%20Open%20Source%202021_0.pdf</u></a></p><p>Lei Jun 2024 Annual Speech: <a href="https://www.youtube.com/live/l5f3wvLwLXY"><u>https://www.youtube.com/live/l5f3wvLwLXY</u></a></p><p><br></p><p>Produced by Dan Shevchuk</p><p>Music by Yung Spielberg</p><p><br></p><p>Available on Apple, Spotify, <a href="http://www.bg2pod.com"><u>www.bg2pod.com</u></a></p><p>Follow:</p><p>Brad Gerstner @altcap <a href="https://x.com/altcap"><u>https://x.com/altcap</u></a></p><p>Bill Gurley @bgurley <a href="https://x.com/bgurley"><u>https://x.com/bgurley</u></a></p><p><br>BG2 Pod @bg2pod <a href="https://x.com/BG2Pod"><u>https://x.com/BG2Pod</u></a></p>
