China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
Jul 31, 2025•1 hr 4 min•Ep. 35
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Episode description
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
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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