BG2Pod with Brad Gerstner and Bill Gurley

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner

May 22, 2025 · 1 h 16 min

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Show notes

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:

() Intro

() AI Diffusion Rule and Middle East Deals

() China Tariff Deal

() Reconciliation Bill

() Invest America inclusion in the bill

() Delaware Incorporation Rights

() Major Momentum in Crypto

() 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