We already have many of the climate solutions we need. But scaling them is hard. The Green Blueprint is a show about the people who are architecting the clean economy. Every other week, host Lara Pierpoint profiles the founders, investors, and organizational leaders who are solving complex challenges in the quest to build climate technologies fast.
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Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Similar to BG2Pod with Brad Gerstner and Bill Gurley
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
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China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
Manage episode 503047258 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade—and what America must do to win the global tech race. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(01:20) OpenAI, Anthropic, Private Market Overheating
(03:30) China's Role in the Global Tech Order
(04:50) Why Bill Went to China
(06:40) Dan Wang's Breakneck: Engineers vs Lawyers
(10:30) Xiaomi, BYD, and Auto Innovation
(14:00) Factory Productivity, Automation, and the Jobs Debate
(15:20) Open Source Model Culture in China
(19:30) Can the US Compete Without Reform?
(23:30) Tariffs, Trade Deals, and a Path to Cooperation
(28:00) Waymo, Baidu, and Cost Innovation
(33:00) Is China Winning Global Trade?
(36:30) Debunking the Subsidy Narrative
(38:30) What the CEOs Who Visit China Actually Say
(41:30) China's AI Ecosystem: DeepSeek, Qwen, Alibaba Cloud
(44:00) Open Source in China and the US: Strategic Choices
(48:00) VC Pullback from China & What's Still Happening on the Ground
(53:00) China's New K-Visa vs US Skilled Immigration Policies
(56:30) Gurley: Read Dan Wang’s Breakneck, Watch the Ground Game
(01:03:00) VC Pullback from China
Show Notes:
Open Source Development in China https://merics.org/sites/default/files/2021-05/MERICS%20Primer%20Open%20Source%202021_0.pdf
Lei Jun 2024 Annual Speech: https://www.youtube.com/live/l5f3wvLwLXY
Produced by Dan Shevchuk
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
38 episodes
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Manage episode 503047258 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade—and what America must do to win the global tech race. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(01:20) OpenAI, Anthropic, Private Market Overheating
(03:30) China's Role in the Global Tech Order
(04:50) Why Bill Went to China
(06:40) Dan Wang's Breakneck: Engineers vs Lawyers
(10:30) Xiaomi, BYD, and Auto Innovation
(14:00) Factory Productivity, Automation, and the Jobs Debate
(15:20) Open Source Model Culture in China
(19:30) Can the US Compete Without Reform?
(23:30) Tariffs, Trade Deals, and a Path to Cooperation
(28:00) Waymo, Baidu, and Cost Innovation
(33:00) Is China Winning Global Trade?
(36:30) Debunking the Subsidy Narrative
(38:30) What the CEOs Who Visit China Actually Say
(41:30) China's AI Ecosystem: DeepSeek, Qwen, Alibaba Cloud
(44:00) Open Source in China and the US: Strategic Choices
(48:00) VC Pullback from China & What's Still Happening on the Ground
(53:00) China's New K-Visa vs US Skilled Immigration Policies
(56:30) Gurley: Read Dan Wang’s Breakneck, Watch the Ground Game
(01:03:00) VC Pullback from China
Show Notes:
Open Source Development in China https://merics.org/sites/default/files/2021-05/MERICS%20Primer%20Open%20Source%202021_0.pdf
Lei Jun 2024 Annual Speech: https://www.youtube.com/live/l5f3wvLwLXY
Produced by Dan Shevchuk
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
38 episodes
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Similar to BG2Pod with Brad Gerstner and Bill Gurley
We already have many of the climate solutions we need. But scaling them is hard. The Green Blueprint is a show about the people who are architecting the clean economy. Every other week, host Lara Pierpoint profiles the founders, investors, and organizational leaders who are solving complex challenges in the quest to build climate technologies fast.
…
continue reading
Thanks for visiting The Cell Phone Junkie! I will be taking the time each week to discuss my favorite topic, cell phones. Any feedback is appreciated and welcome. You can email me at: questions (AT) thecellphonejunkie (DOT) com or call: 206-203-3734 Thanks and welcome!
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
A podcast for developers interested in building great software products. Every episode, Adam Wathan is joined by a guest to talk about everything from product design and user experience to unit testing and system administration.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
WSJ’s Bold Names brings you conversations with the leaders of the bold-named companies featured in the pages of The Wall Street Journal. Hosts Tim Higgins and Christopher Mims speak to CEOs and business leaders in interviews that challenge conventional wisdom and take you inside the decisions being made in the C-suite and beyond.
…
continue reading
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
We help founders make something people want.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
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