China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and 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 dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tariffs and trade—and what America must do to win the global tech race. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p><strong>(00:00)</strong> Intro</p><p><strong>(01:20)</strong> OpenAI, Anthropic, Private Market Overheating</p><p><strong>(03:30)</strong> China&#39;s Role in the Global Tech Order</p><p><strong>(04:50)</strong> Why Bill Went to China</p><p><strong>(06:40)</strong> Dan Wang&#39;s Breakneck: Engineers vs Lawyers</p><p><strong>(10:30)</strong> Xiaomi, BYD, and Auto Innovation</p><p><strong>(14:00)</strong> Factory Productivity, Automation, and the Jobs Debate</p><p><strong>(15:20)</strong> Open Source Model Culture in China</p><p><strong>(19:30)</strong> Can...