Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2.
Enjoy another episode of BG2.
Timestamps:
(00:00) Intro
(02:27) Public Market Reset
(13:04) Corporate and Individual Tax Cut Expiration
(16:40) Indicators of Economic Health
(30:40) AI Air Pocket
(46:02) Japan Yen Carry Trade
(50:34) Navigating Market Volatility
(56:30) $GOOG Ruling & Monopoly Status
(01:05:21) Search GPT and Evolving AI Landscape
(1:18:17) The Need for Regulatory Clarity in AI
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod