Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; 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, &amp; more. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(02:15) Complex Systems</p><p>(06:00) Tariff Negotiations &amp; Free Trade</p><p>(23:19) Export Controls: AI War, H20 &amp; Rare Earth Ban</p><p>(42:29) New AI Cold War &amp; Zero Sum Game</p><p>(52:37) $TSLA &amp; Market Check</p><p><br></p><p><strong>Show Notes:</strong></p><p><a href="https://www.ft.com/content/0ef4a333-245b-4f42-a026-e72dcd9240db" target="_blank" rel="ugc noopener noreferrer">Financial Times - US rare earth champion faces trade war test after tariffs halt China sales</a></p><p><a href="https://www.cnbc.com/2025/04/21/us-chip-controls-boon-for-china-nv...