BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

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BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod

34 episodes

6 days ago

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

Technology

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

Technology

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/40236188/40236188-1706073929930-da002b9be1355.jpg

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

BG2Pod with Brad Gerstner and Bill Gurley

44 minutes 7 seconds

7 months ago

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(01:40) Innovation in China & U.S. Competitiveness

(05:43) DOGE & Balancing the Budget

(10:43) Service Titan IPO & “Compounding Ratchet”

(15:36) Gov Newsom Attack on Tesla

(18:33) FedNow + Innovations in Payment Systems

(23:44) Tariffs as Negotiation Tactics

(27:36) Anthropic Open Source AI

(30:39) Warren Buffett's Philanthropy

(40:06) Invest America

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

#BillGurley #BradGerstner #Bg2Pod