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NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
Manage episode 472527921 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
31 episodes
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Manage episode 472527921 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
31 episodes
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Similar to BG2Pod with Brad Gerstner and Bill Gurley
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…
continue reading
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continue reading
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continue reading
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…
continue reading
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…
continue reading
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…
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