logo
episode-header-image
Feb 2025
1h 14m

DeepSeek, Open Source, Tariffs, DOGE, Ma...

BG2Pod
About this episode

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests, Trump tariffs, open source, DOGE, & more. . Enjoy another episode of BG2!



Timestamps:


(00:00) Intro


(03:20) DeepSeek & Open Source


(37:03) Trump Tariffs


(50:31) DOGE


(01:04:19) Tech and Political Uncertainty



Available on Apple, Spotify, www.bg2pod.com



Follow:

Brad Gerstner @altcap https://x.com/altcap

Bill Gurley @bgurley https://x.com/bgurley


BG2 Pod @bg2pod https://x.com/BG2Pod

Up next
Jun 21
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, recording from the Coatue East Meets West stage, they welcome OpenAI CPO Kevin Weil to discuss all things OpenAI. Enjoy another episode of BG2!Show Notes:C ... Show More
21m 36s
Jun 20
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ... Show More
1h 1m
Jun 5
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governanc ... Show More
1h 1m
Recommended Episodes
Jun 9
Coming soon: The rise and fall of Trump’s tech bros
Can Tim Cook save Apple from the trade war? Has Mark Zuckerberg really been a fan of Donald Trump all along? And is the bromance between Elon Musk and the president really over? In a new season of Tech Tonic, Murad Ahmed explores the relationships between Trump and some of the ti ... Show More
1m 1s
Jul 2024
Google weighs $23B for Wiz, startups in a second Trump admin, and Sequoia's Stripe sale | E1980
Todays show: Alex Wilhelm joins Jason to discuss the role of social media and rhetoric in spreading conspiracy theories in the wake of the attempt on Trump (5:43), Silicon Valley's political landscape and views on Biden and Trump’s policies (20:14), Sequoia's strategy wit ... Show More
1h 8m
Feb 2025
Trump Tariffs Roil Markets, Musk's DOGE In Action
Bloomberg's Caroline Hyde and Jackie Davalos discuss the market volatility as President Trump threatens tariffs against Canada, Mexico and China. And, what to expect from Palantir earnings. Plus, a look into Elon Musk's DOGE as the tech billionaire begins to cancel payments to fe ... Show More
42m 46s
Nov 2024
How Trump Will Impact the Economy, Big Tech, and Social Media
Kara and Scott trade Election Day stories, and discuss where they went wrong with their predictions. Then, a deep dive into what a second Trump term means for the economy, crypto, Big Tech (including Elon Musk), social media, and more. Finally, a few wins to share at the end of a ... Show More
1h 16m
Feb 2025
How Based is Grok 3? + Robinhood CEO Vlad Tenev on Markets For Everything + Vibecoding 101
This week, Elon Musk brought a new chatbot into the crowded A.I. universe — Grok 3, the latest model from his company xAI. We break down how it compares with other leading models and what it reveals about Musk’s larger ambitions. Then, Vlad Tenev, the chief executive of the inves ... Show More
1h 11m
Jan 2025
#458 – Marc Andreessen: Trump, Power, Tech, AI, Immigration & Future of America
Marc Andreessen is an entrepreneur, investor, co-creator of Mosaic, co-founder of Netscape, and co-founder of the venture capital firm Andreessen Horowitz. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep458-sc See below for timestamps, transcr ... Show More
3h 57m
May 5
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the T ... Show More
1h 11m
Jul 2024
Silicon Valley is Backing Donald Trump w/ Jacob Silverman
Paris Marx is joined by Jacob Silverman to discuss why tech billionaires have become more supportive of  Donald Trump in the upcoming US election and whether Kamala Harris’ candidacy will disrupt their plans. Jacob Silverman is the co-author of Easy Money: Cryptocurrency, Casino ... Show More
1 h
Dec 2024
Investing in AI, Crypto, & Tech in 2025 | Elad Gil
What are the best investing opportunities in Tech for 2025? Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless ... Show More
1h 17m
Nov 2024
(Preview) What Trump 2.0 Could Mean for Tech, Questions on Antitrust, EU and Growth, Elon Musk and the Election
Looking to President Trump's first term for clues about what tech policy might look like for the next four years. Topics include: Apple's balancing act with the U.S. and China, why Meta and Google might have fared better under Kamala Harris, the implications for "Little T ... Show More
15m 38s