BG2Pod with Brad Gerstner and Bill Gurley

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

April 24, 2025 · 1 h 3 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 revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth ban, DeepSeek, Tesla, & more. Enjoy another episode of BG2!

Timestamps:

() Intro

() Complex Systems

() Tariff Negotiations & Free Trade

() Export Controls: AI War, H20 & Rare Earth Ban

() New AI Cold War & Zero Sum Game

() $TSLA & Market Check

Show Notes:

Financial Times - US rare earth champion faces trade war test after tariffs halt China sales

CNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts

Project Syndicate - Trump’s $16 Trillion Trade Blind Spot

NYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)