Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner – BG2Pod with Brad Gerstner and Bill Gurley

Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner – BG2Pod with Brad Gerstner and Bill Gurley — Transcript

Market views

Bullish

OPENAI— OpenAI's ChatGPT shows potential to be a dominant consumer application, reminiscent of early Google and Meta products.
COREWEAVE— CoreWeave is viewed as a leading AI cloud provider with strong potential following its recent IPO.
BYTEDANCE— ByteDance is believed to be undervalued, with potential fair value estimates ranging from $800 billion to $1 trillion.

Bearish

GOOGL— Google's business model may be susceptible to disruption due to its focus on maximizing revenue per visitor.
TARIFFS— Expectations of reduced tariffs against China, based on the belief that the US president wants to reach a deal with Xi Jinping.

Not investment advice.

Mentioned

Market views