BG2Pod with Brad Gerstner and Bill Gurley Podcast

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7.3K - 12.2K listeners Female/Male 4.8 rating 489 reviews 32 episodes USA
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Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on BG2Pod with Brad Gerstner and Bill Gurley.

Hosts

Bill Gurley Brad Gerstner

Previous Guests

Bill Gurley
Bill Gurley is a prominent venture capitalist and a well-known figure in the tech and finance industries. He is a partner at Benchmark Capital, where he has invested in numerous successful startups. Gurley is also recognized for his insights on market trends and economics, often sharing his expertise through various media outlets and public speaking engagements.
Brad Gerstner
Brad Gerstner is the founder and managing partner of Altimeter Capital, a technology-focused investment firm. With a strong background in finance and investing, Gerstner has made significant contributions to the tech investment landscape. He is known for his analytical approach to market opportunities and has been involved in various high-profile investments in the tech sector.

Topics Discussed

AI Data Walls China Startups Immigration Talent Acquisition Rare Earths Chips China Trade Deal Corporate Governance Delaware Incorporation AI Diffusion Rule Middle East Deals China Tariffs Reconciliation Bill Invest America Delaware Incorporation Rights Crypto Momentum Open Source AI in China tariffs free trade export controls AI cold war NVIDIA H20 chip ban rare earth ban DeepSeek Tesla market uncertainty globalism M&A Wiz GOOG NVDA GTC consumer AI demand AI unit economics TikTok deal tariff policies NVDA government regulations

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Bg2 Pod
@Bg2Pod

Channel Stats

Subscribers: 65,300
Total Videos: 32
Total Views: 2,273,352
Joined: Jan 10, 2024
Location: United States

Description

Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism

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@bg2pod
Bg2 Pod

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Followers: 337
Posts: 40

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Account Type: Business
Privacy: Public

Biography

Open Source bi-weekly convo w Brad Gerstner & Bill Gurley on all things tech, markets, investing & capitalism

Links

https://x.com/bg2pod

Episodes

Here's the recent few episodes on BG2Pod with Brad Gerstner and Bill Gurley.

0:00 1:01:11

China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

Hosts
Bill Gurley Brad Gerstner
Guests
Bill Gurley Brad Gerstner
Keywords
AI Data Walls China Startups Immigration Talent Acquisition Rare Earths Chips China Trade Deal Corporate Governance Delaware Incorporation

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 governance, Delaware incorporation rights, & more. Enjoy another episode of BG2!


Timestamps:

(00:00) Intro

(04:24) Pace of AI + Data Walls

(11:43) China's 1000 Startup Strategy

(26:18) Talent Acquisition and Immigration Policies

(36:24) Rare Earths, Chips / China Trade Deal

(53:46) Corporate Governance and Delaware Dilemna


Show Notes:

Reddit v. Anthropic

China’s “Thousand Startups Bloom”


Available on Apple, Spotify, www.bg2pod.com


Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod


0:00 1:16:27

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner

Hosts
Bill Gurley Brad Gerstner
Guests
Bill Gurley Brad Gerstner
Keywords
AI Diffusion Rule Middle East Deals China Tariffs Reconciliation Bill Invest America Delaware Incorporation Rights Crypto Momentum Open Source AI in China

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the overturning of the AI Diffusion Rule, Brad’s trip to the Middle East, Middle East Deals, China Tariffs, Reconciliation Bill, Invest America, Delaware Incorporation Rights, Momentum in Crypto, Open Source AI in China, & more. Enjoy another episode of BG2!


Timestamps:

(00:00) Intro

(02:02) AI Diffusion Rule and Middle East Deals

(20:31) China Tariff Deal

(31:10) Reconciliation Bill

(44:06) Invest America inclusion in the bill

(49:09) Delaware Incorporation Rights

(59:51) Major Momentum in Crypto

(01:06:28) Open Source AI in China


Show Notes:

WSJ - The Tech Industry Is Huge–and Europe’s Share of It Is Very Small

Welcome to the China Hawk Industrial Complex

China's Baidu to make latest Ernie AI model open-source as competition heats up

Lodestar Multipliers in Delaware and Federal Attorney Fee Awards


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

0:00 1:02:36

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

Hosts
Brad Gerstner Bill Gurley
Guests
Bill Gurley Brad Gerstner
Keywords
tariffs free trade export controls AI cold war NVIDIA H20 chip ban rare earth ban DeepSeek Tesla

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

0:00 1:13:12

Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

Hosts
Bill Gurley Brad Gerstner
Guests
Bill Gurley Brad Gerstner
Keywords
market uncertainty globalism tariffs M&A Wiz GOOG NVDA GTC consumer AI demand AI unit economics TikTok deal

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

0:00 1:22:00

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT

Hosts
Brad Gerstner Bill Gurley
Keywords
market uncertainty globalism tariff policies M&A Wiz GOOG NVDA government regulations AI consumer AI demand AI unit economics

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


(02:21) Market Uncertainty


(07:28) Globalism and Tariff Policies


(25:07) $GOOG Acquisition of Wiz + M&A Environment 


(40:33) $NVDA Market Position


(55:37) Government Regulations & Impact on AI


(1:04:45) Consumer AI Demand


(1:10:33) AI Unit Economics



Available on Apple, Spotify, www.bg2pod.com



Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

Ratings

Global:
4.8 rating 489 reviews

USA

4.8 ratings 400 reviews

Canada

4.9 ratings 44 reviews

UK

5.0 ratings 35 reviews

Australia

5.0 ratings 6 reviews

Singapore

5.0 ratings 2 reviews

Ireland

5.0 ratings 1 reviews

New Zealand

5.0 ratings 1 reviews

South Africa

0.0 ratings 0 reviews