BG2Pod with Brad Gerstner and Bill Gurley

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Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc markets, VC markets, M&A’s, insights for founders and CEO’s, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:36) The AI Super Cycle(07:47) Stablecoin & Cryptocurrency(16:19) Consumer AI & Impact on $GOOG(22:54) GPU Allocation v Cloud Revenue Market Share(28:56) AI Impact on Macro + Debt(35:20) Private Markets, IPO’s, M&A’s(45:59) Golden Age of Margin Expansion(51:48) Jevon’s Paradox(53:19) Insights for Founders and CEOsShow Notes:Coatue EMW 2025 SlidesAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod
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1:01:16
China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
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 DilemnaShow Notes:Reddit v. AnthropicChina’s “Thousand Startups Bloom”Available on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod
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1:01:11
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
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 SmallWelcome to the China Hawk Industrial ComplexChina's Baidu to make latest Ernie AI model open-source as competition heats upLodestar Multipliers in Delaware and Federal Attorney Fee AwardsAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcap https://x.com/altcapBill Gurley @bgurley https://x.com/bgurleyBG2 Pod @bg2pod https://x.com/BG2Pod
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1:16:27
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
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 CheckShow Notes:Financial Times - US rare earth champion faces trade war test after tariffs halt China salesCNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: AnalystsProject Syndicate - Trump’s $16 Trillion Trade Blind SpotNYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)Ezra Klein Podcast feat. Thomas FriedmanJohn Mearsheimer and Jeffrey Sachs | All-In Summit 2024Reuters - China hits back at US tariffs with export controls on key rare earthsNYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to ChinaAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod
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1:02:36
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
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 dealAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod
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