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
(02:21) Market Uncertainty
(07:28) Globalism and Tariff Policies
(25:07) $GOOG Acquisition of Wiz + M&A Environment
(40:33) $NVDA Market Position
(55:37) Government Regulations & Impact on AI
(1:04:45) Consumer AI Demand
(1:10:33) AI Unit Economics
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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