NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
MAR 21, 202582 MIN
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
MAR 21, 202582 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>(02:21) Market Uncertainty</p><p>(07:28) Globalism and Tariff Policies</p><p>(25:07) $GOOG Acquisition of Wiz + M&A Environment </p><p>(40:33) $NVDA Market Position</p><p>(55:37) Government Regulations & Impact on AI</p><p>(1:04:45) Consumer AI Demand</p><p>(1:10:33) AI Unit Economics</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>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></p><p>BG2 Pod <a href="https://x.com/BG2Pod" target="_blank" rel="ugc noopener noreferrer">@bg2pod</a></p>
