China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(04:24) Pace of AI + Data Walls
(11:43) China's 1000 Startup Strategy
(26:18) Talent Acquisition and Immigration Policies
(36:24) Rare Earths, Chips / China Trade Deal
(53:46) Corporate Governance and Delaware Dilemna

Show Notes:
Reddit v. Anthropic (redditinc.com/hubfs/Reddit%20Inc/Content/PDFs/…)
China’s “Thousand Startups Bloom” (bg2pod.notion.site/china-s-thousand-startups-b…)

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, bg2pod.com

Follow:
Brad Gerstner @altcap (x.com/altcap)
Bill Gurley @bgurley (x.com/bgurley)
BG2 Pod @bg2pod (x.com/BG2Pod)