Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
APR 4, 202573 MIN
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
APR 4, 202573 MIN
Description
<p>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!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(02:20) Liberation Day & Tariffs</p><p>(19:18) US Open Source vs China Open Source</p><p>(34:34) OpenAI Fundraise</p><p>(52:25) Coreweave IPO & AI Demand</p><p>(01:04:03) Rumors on TikTok deal</p><p><br></p><p>Produced by Benny Beausoleil</p><p>Music by Yung Spielberg</p><p><br></p><p>Available on Apple, Spotify, <a href="http://www.bg2pod.com" target="_blank" rel="ugc noopener noreferrer">www.bg2pod.com</a></p><p><br></p><p><br></p><p>Follow:</p><p>Brad Gerstner <a href="https://x.com/altcap" target="_blank" rel="ugc noopener noreferrer">@altcap</a></p><p>Bill Gurley <a href="https://x.com/bgurley" target="_blank" rel="ugc noopener noreferrer">@bgurley</a><br>BG2 Pod <a href="https://x.com/BG2Pod" target="_blank" rel="ugc noopener noreferrer">@bg2pod</a></p>
