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cover of episode Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner

2025/4/4
logo of podcast BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod with Brad Gerstner and Bill Gurley

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Brad Gerstner: 我认为特朗普政府对关税的实施是认真的，并非只是谈判手段。市场对新关税措施的反应非常负面，许多CEO和共和党议员都不支持新关税措施。新关税措施并未带来市场清晰度，反而增加了不确定性，导致许多公司放缓投资和招聘。我认为最终关税水平会低于最初宣布的水平，因为国会和企业界施加的压力。未来几个月，我将关注关税豁免、国家间的重新谈判以及中美之间的贸易谈判，尤其关注中国，因为中美贸易关系至关重要。 Bill Gurley: 我相信开放市场、自由贸易和比较优势。关税实施速度缓慢以及政策不明确，给市场和CEO带来了困扰。美国公司也使用开源作为防御性工具来对抗竞争对手。

Deep Dive

Chapters
The podcast starts with a riddle about companies that have gone public, setting a lighthearted tone before transitioning into a discussion about recent market events and the impact of President Trump's tariffs.
  • Salesforce, Netflix, Square, Amazon, Palo Alto Networks, Facebook, Snap, Proofpoint, NetSuite, and CoreWeave all went public.
  • The discussion transitions to the impact of President Trump's tariffs on the market.

Shownotes Transcript

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

Available on Apple, Spotify, www.bg2pod.com)

Follow:

Brad Gerstner @altcap)

Bill Gurley @bgurley)BG2 Pod @bg2pod)