Podcasts · BG2Pod with Brad Gerstner and Bill Gurley
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner
· 1 h 16 min
Episode 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 Small
Welcome to the China Hawk Industrial Complex
China's Baidu to make latest Ernie AI model open-source as competition heats up
Lodestar Multipliers in Delaware and Federal Attorney Fee Awards
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
BG2 Pod @bg2pod https://x.com/BG2Pod
Links in the notes 6
- https://www.wsj.com/tech/europe-big-tech-ai-1f3f862c?gaa_at=eafs&gaa_n=AerBZYM2jk6vG6v8GDfPZfo46cTyZYuIO5sL8vqaVESNcGDpM13aWy4cSYRjHRgVYUg%3D&gaa_ts=682f4fff&gaa_sig=NpdAcZI8R6A1yo8LASf5Fn2x9DeqFuH2xxGHyNF-WO1Hd6w8KYBcngJtEov06QD9g2FjwIFkCAKyGP2rOpJTMg%3D%3D
- https://www.nonzero.org/p/welcome-to-the-china-hawk-industrial
- https://www.reuters.com/technology/artificial-intelligence/baidu-make-ernie-ai-model-open-source-end-june-2025-02-14/
- https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5237545
- https://x.com/bgurley
- https://x.com/BG2Pod
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