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BG2
Open-source bi-weekly conversations with Brad Gerstner and Bill Gurley on technology, markets, investing, and capitalism.
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AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
The repeal of the Biden diffusion rule has redirected US AI policy toward partnership, accompanying $1T commitments each from Saudi Arabia, Qatar and the UAE and a 5GW UAE-US AI campus with 2.5M GPUs.Tariffs now appear closer to the Bessent route at roughly $300B, while the reconciliation bill adds stimulus without solving the deficit; H20 approval and China’s open-source momentum remain key watchpoints.