China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
Jun 05, 2025•1 hr 1 min•Ep. 32
Episode description
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:
China’s “Thousand Startups Bloom”
Available on Apple, Spotify, www.bg2pod.com
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Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
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