Stargate, Executive Orders, TikTok, DOGE, Public Valuations

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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

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Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

1 hour 11 minutes 8 seconds

5 months ago

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(01:21) Stargate

(15:07) Dylan Patel and Semianalysis take on Stargate

(17:56) Stargate’s Impact on AI Competitive Landscape

(29:03) DeepSeek

(32:03) Special Guest Rene Haas (CEO of ARM Holdings)

(49:46) DeepSeek continued

(51:53) Trumps Executive Orders & Regulatory Freeze

(54:10) Coordination in AI Legistlation

(59:38) US National Debt and Balancing the Budget

(1:01:08) TikTok

(1:05:48) Tech Check

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

Rene Haas @renehaas237

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