BG2Pod with Brad Gerstner and Bill Gurley
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
04 Apr 2025
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:(00:00) Intro(02:20) Liberation Day & Tariffs(19:18) US Open Source vs China Open Source(34:34) OpenAI Fundraise(52:25) Coreweave IPO & AI Demand(01:04:03) Rumors on TikTok dealAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod
Full Episode
A riddle for you before we move on. Yes. What do Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave have in common? No idea. They all broke issue. Oh, wow.
And we're back. Bill, great to see you.
Good to be seen.
I mean, you have to be pretty stoked coming off those wins last weekend in San Francisco.
Yeah, I'm repping the Gator hat still. I'd say we kind of eked by, for those that did watch.
That was an incredible final few minutes. Explain it. Take us through the final few minutes.
Well, I mean, to be honest, like I was afraid. Like I didn't think there was a chance at this point because they were behind by so much as you were heading into the end of the game. And they basically, you know, scored four three-pointers, you know, against zero from the other side. They intentionally fouled and had missed free throws. So I think someone said the Yahoo –
game predictor had it at like 98% Texas tech with like very little time left on the clock. And they somehow eked it out. Now the, the bullish people will say, Oh, you lived through something like that. Now you have confidence to deal with anything, but you know, the odds makers have put Duke in front of Florida at this point. And that started, uh,
in the opposite place so anyway one game at a time super exciting i was out in san francisco at the chase center got to hang out with the coach a bit and some of the players parents and and it was a good good trip and now since i'm in austin it's right down the street here to san antonio so a lot of friends coming in and we'll we'll see what happens
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