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BG2Pod with Brad Gerstner and Bill Gurley
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China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

1 tim 4 min•31 juli 2025

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!


Timestamps:

(00:00) Intro

(3:55) Open-Source Models in China

(17:54) Future of American Open-Source Models

(26:30) Compute Arms Race

(47:05) China, Tariffs, and Reordering of Global Trade


Show Notes:

Artificial Analysis - Intelligence vs. Price

Mary Meeker Bond Deck


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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