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!
Timestamps:
(00:00) Intro
(01:21) Stargate
(15:07) Dylan Patel and Semianalysis take on Stargate
(17:56) Stargate’s Impact on AI Competitive Landscape
(29:03) DeepSeek
(32:03) Special Guest Rene Haas (CEO of ARM Holdings)
(49:46) DeepSeek continued
(51:53) Trumps Executive Orders & Regulatory Freeze
(54:10) Coordination in AI Legistlation
(59:38) US National Debt and Balancing the Budget
(1:01:08) TikTok
(1:05:48) Tech Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
Rene Haas @renehaas237
BG2 Pod @bg2pod https://x.com/BG2Pod