SHOW DIRECTORY
BG2
Open-source bi-weekly conversations with Brad Gerstner and Bill Gurley on technology, markets, investing, and capitalism.
SOURCE DESCRIPTION · RSS
21 EPISODESENTRACKED SHOW
SUBSCRIBE[Feed_]
Language
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2
Trump’s Liberation Day tariffs, the uncertain path to a deal with Xi, and the resulting shock to business investment frame a broader discussion of how geopolitics is reshaping AI.The conversation weighs OpenAI’s strategy and valuation, agent-driven threats to Google, CoreWeave’s durability, and the policy choices that could determine which technology platforms endure.