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BG2Pod with Brad Gerstner and Bill Gurley
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China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

1 tim 1 min•5 juni 2025

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2!


Timestamps:

(00:00) Intro

(04:24) Pace of AI + Data Walls

(11:43) China's 1000 Startup Strategy

(26:18) Talent Acquisition and Immigration Policies

(36:24) Rare Earths, Chips / China Trade Deal

(53:46) Corporate Governance and Delaware Dilemna


Show Notes:

Reddit v. Anthropic

China’s “Thousand Startups Bloom”


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


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