China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

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Recorded31 Jul 2025

Publisheranchor.fm ↗

Handlerec:523399

Show notes

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(3:55) Open-Source Models in China(17:54) Future of American Open-Source Models(26:30) Compute Arms Race(47:05) China, Tariffs, and Reordering of Global TradeShow Notes:Artificial Analysis - Intelligence vs. PriceMary Meeker Bond Deck Produced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod

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“What did the council decide on item 42?” — answered with the speaker and the moment.