NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
March 21, 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
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod