China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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Then if you and I wanna win championships and build a championship basketball team, we should not care where in the world the basketball player comes from. We just need to get the best players on our team to win the championship, and we ought to take the same approach to AI and technology. Hey, Bill. Great to see you. Brett,
how are you doing, man? I'm
doing great. I'm doing great. You know, I'm heading back to, Boston this weekend for my twenty fifth HBS reunion. Twenty
five.
I I it's it's crazy. I mean, you're old you're way older than me, but, you you know, I, I I can't believe it's twenty five years. And and I'm doing this talk on what's happening in AI, you know, these days, and there's a lot of questions about in comparisons. Because remember, we were there during the ninety nine, two thousand kinda boom and and bust. And so a a a lot of my classmates are are are wondering whether or not AI is kind of like that again. And And so I was going back and pulling together these slides, and I have to say a few things just shocked me, frankly. Like, I I I forgot how m
get It went it went public at 17 and broke issue. Yes.
About Wow. And
so it traded under under issue for about two months.
Right. And I I'm sure you didn't get any calls from
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