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
Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
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.