Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth ban, DeepSeek, Tesla, & more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(02:15) Complex Systems
(06:00) Tariff Negotiations & Free Trade
(23:19) Export Controls: AI War, H20 & Rare Earth Ban
(42:29) New AI Cold War & Zero Sum Game
(52:37) $TSLA & Market Check
Show Notes:
Financial Times - US rare earth champion faces trade war test after tariffs halt China sales
CNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts
Project Syndicate - Trump’s $16 Trillion Trade Blind Spot
NYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)
Ezra Klein Podcast feat. Thomas Friedman
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
Reuters - China hits back at US tariffs with export controls on key rare earths
NYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to China
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod