BG2Pod with Brad Gerstner and Bill Gurley

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7.0K - 11.6K listeners Male 4.8 rating 465 reviews 30 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

Brad Gerstner Bill Gurley

Previous Guests

Bill Gurley
Bill Gurley is a prominent venture capitalist and an expert in technology and market analysis. He is known for his insights on market trends and has a significant following for his commentary on economic issues. Gurley has been a partner at Benchmark Capital and has invested in numerous successful startups. He is also a respected author and speaker on topics related to investing and technology.
Brad Gerstner
Brad Gerstner is an accomplished investor and entrepreneur, recognized for his expertise in capital markets and technology. He is the founder of Altimeter Capital, a technology-focused investment firm. Gerstner has a strong background in finance and has been involved in various successful investment strategies. He is also known for his active engagement in discussions about market dynamics and investment opportunities.

Topics Discussed

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 AI Grok 3 AI memory voice China DOGE public market pullback Open Source Trump Tariffs Tech Political Uncertainty

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Bg2 Pod
@Bg2Pod

Channel Stats

Subscribers: 61,700
Total Videos: 29
Total Views: 2,035,928
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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Content Rating: None
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@bg2pod
Bg2 Pod

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Followers: 330
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 1:02:36

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 Chinas Nvidia rivals like Huawei: Analysts

Project Syndicate - Trumps $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

0:00 1:03:19

Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner

Hosts
Brad Gerstner Bill Gurley
Guests
Bill Gurley Brad Gerstner
Keywords
Grok 3 AI memory voice China DOGE public market pullback

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Grok 3, AI memory, voice, and evaluations, China, DOGE, the public market pullback, & more. Enjoy another episode of BG2!


Timestamps:


(00:00) Intro


(01:40) Grok 3


(05:55) Grok’s Leverage of X Platform


(07:25) AI Consumer Market & SEO


(23:04) AI Memory


(26:15) AI Voice


(29:05) Future AI Assets


(33:29) AI Acceleration in China


(36:09) Regulatory Challenges


(37:46) AI CapEx and Investing Dynamics


(48:38) Government Spending + DOGE


(1:00:51) Golden State Warriors



Available on Apple, Spotify, www.bg2pod.com



Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

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

0:00 1:14:07

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner

Hosts
Brad Gerstner Bill Gurley
Guests
Bill Gurley Brad Gerstner
Keywords
DeepSeek Open Source Trump Tariffs DOGE Tech Political Uncertainty

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

Ratings

Global:
4.8 rating 465 reviews

USA

4.8 ratings 381 reviews

Canada

4.9 ratings 41 reviews

UK

5.0 ratings 33 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