Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | 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 market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!

Timestamps:
(00:00) Intro
(02:20) Liberation Day & Tariffs
(19:18) US Open Source vs China Open Source
(34:34) OpenAI Fundraise
(52:25) Coreweave IPO & AI Demand
(01:04:03) Rumors on TikTok deal

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)