Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | 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 Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2.

Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(02:27) Public Market Reset

(13:04) Corporate and Individual Tax Cut Expiration

(16:40) Indicators of Economic Health

(30:40) AI Air Pocket

(46:02) Japan Yen Carry Trade

(50:34) Navigating Market Volatility

(56:30) $GOOG Ruling & Monopoly Status

(01:05:21) Search GPT and Evolving AI Landscape

(1:18:17) The Need for Regulatory Clarity in AI

Available on Apple, Spotify, bg2pod.com

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Brad Gerstner @altcap (x.com/altcap)

Bill Gurley @bgurley (x.com/bgurley)

BG2 Pod @bg2pod (x.com/BG2Pod⁠)