Market Uncertainty, Tariffs, M&A, Wiz and GOOG, NVDA GTC | BG2 w/ Bill Gurley & Brad Gerstner
March 20, 2025 · 1 h 22 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 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:
() Intro
() Market Uncertainty
() Globalism and Tariff Policies
() $GOOG Acquisition of Wiz + M&A Environment
() $NVDA Market Position
() Government Regulations & Impact on AI
() Consumer AI Demand
() AI Unit Economics
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley https://x.com/bgurley BG2 Pod @bg2pod