logo
episode-header-image
Apr 2025
1h 13m

Liberation Day, Tariffs, US v China Open...

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 market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!


Timestamps:

(00:00) Intro

(02:20) Liberation Day & Tariffs

(19:18) US Open Source vs China Open Source

(34:34) OpenAI Fundraise

(52:25) Coreweave IPO & AI Demand

(01:04:03) Rumors on TikTok deal


Produced by Benny Beausoleil

Music by Yung Spielberg


Available on Apple, Spotify, www.bg2pod.com



Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley
BG2 Pod @bg2pod

Up next
Oct 31
All things AI w @altcap @sama & @satyanadella. A Halloween Special. šŸŽƒšŸ”„BG2 w/ Brad Gerstner
Brad Gerstner sits down with Satya Nadella (Microsoft) and Sam Altman (OpenAI) to unpack the $3 trillion AI buildout transforming technology, business, and the global economy. They dive deep into the OpenAIā€“Microsoft partnership, how it unlocked massive scale in the cloud, and wh ...Ā Show More
1h 14m
Oct 14
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
Pre-Order Runnin' Down a Dream now: https://a.co/d/0oIPPveOpen Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they unpack the $3T AI buildout, circular revenue red flags, and whether the boom is becoming a b ...Ā Show More
1h 1m
Sep 26
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ...Ā Show More
1h 44m
Recommended Episodes
Feb 2025
How Based is Grok 3? + Robinhood CEO Vlad Tenev on Markets For Everything + Vibecoding 101
<p>This week, Elon Musk brought a new chatbot into the crowded A.I. universe ā€” Grok 3, the latest model from his company xAI. We break down how it compares with other leading models and what it reveals about Muskā€™s larger ambitions. Then, Vlad Tenev, the chief executive of the in ...Ā Show More
1h 11m
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of ā€œOkay, Computer,ā€ Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ...Ā Show More
1h 1m
Oct 3
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:0 ...Ā Show More
1h 29m
Sep 17
Nvidia In Trouble In China Again
The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. U.S. Investors, Trump Close In on TikTok Deal With Ch ...Ā Show More
20m 38s
Jan 2025
DeepSeeking Power: Chinaā€™s AI Gambit
A little-known Chinese AI startup just sent shockwaves through the global tech worldā€”wiping off $593 billion from the market value of one of the worldā€™s most valuable companies and challenging Silicon Valleyā€™s dominance. How did DeepSeek, a newcomer, manage to rattle AI behemoths ...Ā Show More
28m 53s
Oct 2
Financial markets shrug off the shutdown and embrace AI
European and US stock markets rallied on Wednesday, seemingly unconcerned by the US government shutdown. The S&P 500 closed above the 6,700 level for the first time ever. Asian stocks, particularly in South Korea, were boosted overnight after OpenAI signed an agreement with Samsu ...Ā Show More
11m 26s
Feb 2025
AI ROLLUP #11: $97B Elon OpenAI Rumor | AI Crypto Rebound? | Virtuals on Solana | ARC Launchpad
<p>Ejaaz and David reunite to dissect the AI Crypto sectorā€™s rebound from a 70% crash, fueled by Elonā€™s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARCā€™s curate ...Ā Show More
1h 9m
Jan 2022
41: Why Crypto + Stock Market Is Down, Arkk vs Berkshire Hathaway, McDonaldā€™s Earned Media, Nelk Boys + Twitter NFT PFPs
<p>Jack Butcher, Bilal Zaidi &amp; Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.</p><br><p>Watch + Subscribe on YouTube:</p><p><a href="https://youtu.be/GSU8CNhQpXE" rel="noopener noreferrer" target="_blank">h ...Ā Show More
1h 28m
Jan 2025
DeepSeek Threatening Nvidia: US Gov Responds
<p>Jaeden Schafer discusses the emergence of DeepSeek, a new AI competitor to ChatGPT, highlighting its capabilities, unique features, and the implications of its censorship practices. The discussion delves into the cost efficiency of DeepSeek compared to other AI models, its imp ...Ā Show More
16m 31s
Sep 29
Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
<p>(0:00) Introducing Eli Lilly CEO Dave Ricks</p> <p>(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China</p> <p>(7:08) GLP-1 pricing and capital allocation after a breakout pharma product</p> <p>(12:56) Why Biotech VC has plummeted, " ...Ā Show More
30m 40s
Listen to millions of songs and podcasts on Anghami