BG2Pod with Brad Gerstner and Bill Gurley

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT

Mar 21, 2025 · 1 hr 22 min · Episode 28 · 78.7 MB

0:00-1:22:00

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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

(02:21) Market Uncertainty

(07:28) Globalism and Tariff Policies

(25:07) $GOOG Acquisition of Wiz + M&A Environment

(40:33) $NVDA Market Position

(55:37) Government Regulations & Impact on AI

(1:04:45) Consumer AI Demand

(1:10:33) AI Unit Economics

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