Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth ban, DeepSeek, Tesla, & more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(02:15) Complex Systems

(06:00) Tariff Negotiations & Free Trade

(23:19) Export Controls: AI War, H20 & Rare Earth Ban

(42:29) New AI Cold War & Zero Sum Game

(52:37) $TSLA & Market Check

Show Notes:

Financial Times - US rare earth champion faces trade war test after tariffs halt China sales

CNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts

Project Syndicate - Trump’s $16 Trillion Trade Blind Spot

NYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)

Ezra Klein Podcast feat. Thomas Friedman

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

Reuters - China hits back at US tariffs with export controls on key rare earths

NYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to China

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod