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Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

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Manage episode 462832644 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 are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(01:21) Stargate

(15:07) Dylan Patel and Semianalysis take on Stargate

(17:56) Stargate’s Impact on AI Competitive Landscape

(29:03) DeepSeek

(32:03) Special Guest Rene Haas (CEO of ARM Holdings)

(49:46) DeepSeek continued

(51:53) Trumps Executive Orders & Regulatory Freeze

(54:10) Coordination in AI Legistlation

(59:38) US National Debt and Balancing the Budget

(1:01:08) TikTok

(1:05:48) Tech Check

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

Rene Haas @renehaas237

BG2 Pod @bg2pod https://x.com/BG2Pod

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 462832644 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 are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(01:21) Stargate

(15:07) Dylan Patel and Semianalysis take on Stargate

(17:56) Stargate’s Impact on AI Competitive Landscape

(29:03) DeepSeek

(32:03) Special Guest Rene Haas (CEO of ARM Holdings)

(49:46) DeepSeek continued

(51:53) Trumps Executive Orders & Regulatory Freeze

(54:10) Coordination in AI Legistlation

(59:38) US National Debt and Balancing the Budget

(1:01:08) TikTok

(1:05:48) Tech Check

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

Rene Haas @renehaas237

BG2 Pod @bg2pod https://x.com/BG2Pod

  continue reading

42 episodes

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