Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
January 23, 2025 · 1 h 11 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 are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!
Timestamps:
() Intro
() Stargate
() Dylan Patel and Semianalysis take on Stargate
() Stargate’s Impact on AI Competitive Landscape
() DeepSeek
() Special Guest Rene Haas (CEO of ARM Holdings)
() DeepSeek continued
() Trumps Executive Orders & Regulatory Freeze
() Coordination in AI Legistlation
() US National Debt and Balancing the Budget
() TikTok
() Tech Check
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
Rene Haas @renehaas237
BG2 Pod @bg2pod https://x.com/BG2Pod