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SCOUT· 52%1h 22m·2025-03-21·Technology

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
BG2Pod with Brad Gerstner and Bill Gurley · 28
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 (02:21)…
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SCOUT
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