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,...
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:
(00:00) Intro
(02:15) Complex Systems
(06:00) Tariff Negotiations & Free Trade
(23:19) Export Controls: AI War, H20 & Rare Earth Ban
(42:29) New AI Cold War & Zero Sum Game
(52:37) $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)
Ezra Klein Podcast feat. Thomas Friedman
John Mearsheimer and Jeffrey Sachs | All-In Summit 2024
Reuters - China hits back at US tariffs with export controls on key rare earths
NYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to China
Produced by Benny Beausoleil
Music by Yung Spielberg
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod