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Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
Manage episode 475097238 series 3555190
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
31 episodes
Manage episode 475097238 series 3555190
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
31 episodes
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