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Apr 4
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


Available on Apple, Spotify, www.bg2pod.com



Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley
BG2 Pod @bg2pod

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