AI, Middle East, China, Tariffs, Recon Bill, Invest America | 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 discuss the overturning of the AI Diffusion Rule, Brad’s trip to the Middle East, Middle East Deals, China Tariffs, Reconciliation Bill, Invest America, Delaware Incorporation Rights, Momentum in Crypto, Open Source AI in China, & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (02:02) AI Diffusion Rule and Middle East Deals (20:31) China Tariff Deal (31:10) Reconciliation Bill (44:06) Invest America inclusion in the bill (49:09) Delaware Incorporation Rights (59:51) Major Momentum in Crypto (01:06:28) Open Source AI in China Show Notes: WSJ - The Tech Industry Is Huge–and Europe’s Share of It Is Very Small Welcome to the China Hawk Industrial Complex China's Baidu to make latest Ernie AI model open-source as competition heats up Lodestar Multipliers in Delaware and Federal Attorney Fee Awards Produced by Benny Beausoleil Music by Yung Spielberg Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap https://x.com/altcap Bill Gurley @bgurley https://x.com/bgurley BG2 Pod @bg2pod https://x.com/BG2Pod