Show notes
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(01:21) Stargate(15:07) Dylan Patel and Semianalysis take on Stargate(17:56) Stargate’s Impact on AI Competitive Landscape(29:03) DeepSeek(32:03) Special Guest Rene Haas (CEO of ARM Holdings)(49:46) DeepSeek continued(51:53) Trumps Executive Orders & Regulatory Freeze(54:10) Coordination in AI Legistlation(59:38) US National Debt and Balancing the Budget(1:01:08) TikTok(1:05:48) Tech CheckProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyRene Haas @renehaas237BG2 Pod @bg2pod https://x.com/BG2Pod