
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
0:000:00
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2. </p>
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<p>Enjoy another episode of BG2.</p>
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<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 & 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>
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<p>Available on Apple, Spotify, <a href="http://www.bg2pod.com">www.bg2pod.com</a></p>
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<p>Follow:</p>
<p>Brad Gerstner <a href="https://x.com/altcap" target="_blank" rel="noopener noreferer">@altcap</a><...