Artwork

Innhold levert av BG2Pod. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BG2Pod eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

44:07
 
Del
 

Manage episode 452255455 series 3555190
Innhold levert av BG2Pod. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BG2Pod eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(01:40) Innovation in China & U.S. Competitiveness

(05:43) DOGE & Balancing the Budget

(10:43) Service Titan IPO & “Compounding Ratchet”

(15:36) Gov Newsom Attack on Tesla

(18:33) FedNow + Innovations in Payment Systems

(23:44) Tariffs as Negotiation Tactics

(27:36) Anthropic Open Source AI

(30:39) Warren Buffett's Philanthropy

(40:06) Invest America

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

#BillGurley #BradGerstner #Bg2Pod

  continue reading

24 episoder

Artwork
iconDel
 
Manage episode 452255455 series 3555190
Innhold levert av BG2Pod. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BG2Pod eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(01:40) Innovation in China & U.S. Competitiveness

(05:43) DOGE & Balancing the Budget

(10:43) Service Titan IPO & “Compounding Ratchet”

(15:36) Gov Newsom Attack on Tesla

(18:33) FedNow + Innovations in Payment Systems

(23:44) Tariffs as Negotiation Tactics

(27:36) Anthropic Open Source AI

(30:39) Warren Buffett's Philanthropy

(40:06) Invest America

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod https://x.com/BG2Pod

#BillGurley #BradGerstner #Bg2Pod

  continue reading

24 episoder

Alle episoder

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2025 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett
Lytt til dette showet mens du utforsker
Spill