BG2

Bill Gurley and Brad Gerstner

At a Glance

BG2 is hosted by Bill Gurley and Brad Gerstner covering Tariffs, NVIDIA, Geopolitics, and OpenAI. Notable guests include Bill Gurley, and Sonny Madra (CEO, Grok). Episodes span from Apr 2025 to Jul 2025.

3 episodes85 total claims12 topics covered

3 episodes

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

Jul 31, 2025

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China is rapidly advancing in open-source AI, with models like Qwen challenging top US proprietary models and creating a new competitive front in the global AI race. A massive 'cost is no object' c...

Neutral0 quotes0 findings

AIOpen Source AIChina AIUS-China relations+16 more

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner

Jun 6, 2025

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Neutral0 quotes0 findings

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

Apr 24, 2025

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The US-China trade war is escalating through a chaotic series of tariffs and reciprocal export bans, including a US ban on NVIDIA's H20 chips and a Chinese ban on rare earth elements, creating sign...

Neutral0 quotes0 findings

US-China Trade WarTariffsExport ControlsSemiconductors+12 more

BG2

At a Glance

3 episodes

Top Topics