Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
JAN 23, 202571 MIN
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
JAN 23, 202571 MIN
Description
<p>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!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(01:21) Stargate</p><p>(15:07) Dylan Patel and Semianalysis take on Stargate</p><p>(17:56) Stargate’s Impact on AI Competitive Landscape</p><p>(29:03) DeepSeek</p><p>(32:03) Special Guest Rene Haas (CEO of ARM Holdings)</p><p>(49:46) DeepSeek continued</p><p>(51:53) Trumps Executive Orders & Regulatory Freeze</p><p>(54:10) Coordination in AI Legistlation</p><p>(59:38) US National Debt and Balancing the Budget</p><p>(1:01:08) TikTok</p><p>(1:05:48) Tech Check</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>Rene Haas <a href="https://x.com/renehaas237" target="_blank" rel="ugc noopener noreferrer">@renehaas237</a></p><p><br>BG2 Pod @bg2pod <a href="https://x.com/BG2Pod" target="_blank" rel="ugc noopener noreferrer">https://x.com/BG2Pod</a></p>
