Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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K. Almost everyone in the AI space that I see with a microphone in front of them says The US has to win the AI war. Yeah. I don't know what that means. Yeah. And if if I guess as to what it means, I don't think it's possible. Right. And so Because
it's an infinite game.
It's an infinite game, and no one that I talk to Right. Would argue we're gonna somehow prohibit them Right. From moving forward in AI. Let's not forget it wasn't that long ago that OpenAI, they'll say, borrowed or copied the innovation that happened at at Google and DeepSeek. Like, this is how innovation works.
Bill, great to be back in person. Good
to see you, sir.
That was fun last night. We have to give a little shout out to our friends, Vinny and Bill Lee and some others who we got together with in Austin last night for some poker. I think you did alright last night. You had some winnings. Yeah. And, you had some more winnings. In fact, I brought you some flowers. This is for your This is for your Florida Gators. You're bringing your flowers.
Thank you. I am I'm sure the listeners are tired of hearing I started the last two podcasts, one before the sweet sixteen and one before getting into the final four. And then, of course, everyone knows the Gators went all the way. We had, I had a bunch of friends out. We spent the whole day the Monday of the game day on the river, walk outside the team hotel, saw a bunch of old friends. I know fandom is a weird thing because you don't actually do anything. You just go along for the ride. But it creates it creates a very special experience, and I'm super proud of of what they did in that team a
of games, that was an exciting upset by the warriors in game one Yes,
it was.
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