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BG2Pod with Brad Gerstner and Bill Gurley
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Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

1 tim 13 min•4 april 2025

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

(02:20) Liberation Day & Tariffs

(19:18) US Open Source vs China Open Source

(34:34) OpenAI Fundraise

(52:25) Coreweave IPO & AI Demand

(01:04:03) Rumors on TikTok deal


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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