Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner

Published on Aug 9
1小时25分钟
BG2Pod with Brad Gerstner and Bill Gurley
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<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT &amp; more Enjoy another episode of BG2. </p> <p><br></p> <p>Enjoy another episode of BG2.</p> <p><br></p> <p>Timestamps:</p> <p>(00:00) Intro</p> <p>(02:27) Public Market Reset </p> <p>(13:04) Corporate and Individual Tax Cut Expiration</p> <p>(16:40) Indicators of Economic Health</p> <p>(30:40) AI Air Pocket</p> <p>(46:02) Japan Yen Carry Trade</p> <p>(50:34) Navigating Market Volatility </p> <p>(56:30) $GOOG Ruling &amp; Monopoly Status </p> <p>(01:05:21) Search GPT and Evolving AI Landscape</p> <p>(1:18:17) The Need for Regulatory Clarity in AI</p> <p><br></p> <p>Available on Apple, Spotify, <a href="http://www.bg2pod.com">www.bg2pod.com</a></p> <p><br></p> <p>Follow:</p> <p>Brad Gerstner <a href="https://x.com/altcap" target="_blank" rel="noopener noreferer">@altcap</a><...