China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (04:24) Pace of AI + Data Walls (11:43) China's 1000 Startup Strategy (26:18) Talent Acquisition and Immigration Policies (36:24) Rare Earths, Chips / China Trade Deal (53:46) Corporate Governance and Delaware Dilemna Show Notes: Reddit v. Anthropic China’s “Thousand Startups Bloom” Produced by Benny Beausoleil Music by Yung Spielberg Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod