Deepseek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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I think you make a good point and a good defense for globalism, but I think the exact response would be if you're the president of The United States, you know, you're you're not you're not looking out for, you know, the standard of living for all humans or for all people around the globe. You're looking out for the standard of living of people in The United States, you know, who who you have a constitutional oath to. And
and you Yeah. But my but but my point is that even with that lens, you have to think about the dynamics around the globe. And pulling up the wall and trying to get people to make a $40 microwave in America is gonna fail.
Hey, Bill. It's great to see you. Good
to see you, sir. Are
you gonna apply to run the sovereign wealth fund? Or actually better yet, can I will you give me permission to nominate you to run the sovereign wealth fund? I,
you know, I would think there are people that, that I've met through my days that are LPs at rather large funds that have way better experience for something like that. I
think he would be a hell of a choice. Certainly on maybe on the board of the sovereign wealth fund, but it's gonna be a fascinating experiment. One observation I had is as we're getting ready for the pod today is last night, I was helping, Lincoln study for his AP history exam and, you know, he studied in the gilded age and and more importantly, kind of the McKinley presidency. And and it's all about the McKinley tariffs. And I said to him, it's pretty amazing that you and I are working on the same thing. You know, I'm reading on chat GPT about the McKinley tariffs. And he said, yeah, but dad,
little weightier than the test. Yeah.
No doubt. I mean, you and I could go full Lex Friedman today. By the way, his five hour show pod recently with Dylan, those guys was great. But we're gonna try to keep this, you know, pretty tight and jam quickly on deep seek, on tariffs, on Doge, on, you know, maybe what the market reaction might be to all of these things. And as I was thinking about this setup, Bill, you know, I thought it would be helpful. You know, you and I got into this, and we said we want the pod to be about this intersection of tech and markets, investing in capitalism, and we specifically kinda wanted to stay away fr
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