China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley · 2025-06-05
01:01:11

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(04:24) Pace of AI + Data Walls

(11:43) China's 1000 Startup Strategy

(26:18) Talent Acquisition and Immigration Policies

(36:24) Rare Earths, Chips / China Trade Deal

(53:46) Corporate Governance and Delaware Dilemna

Show Notes:

Reddit v. Anthropic

China’s “Thousand Startups Bloom”

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

BG2Pod with Brad Gerstner and Bill Gurley

Open Source bi-weekly conversation with Brad Gerstner (@altcap) & Bill Gurley (@bgurley) on all things tech, markets, investing & capitalism

  • Antall episoder: 32
  • Siste episode: 2025-06-05
  • Teknologi

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