Stargate, Executive Orders, TikTok, DOGE, Public Valuations | 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 are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations &amp; more. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(01:21) Stargate</p><p>(15:07) Dylan Patel and Semianalysis take on Stargate</p><p>(17:56) Stargate’s Impact on AI Competitive Landscape</p><p>(29:03) DeepSeek</p><p>(32:03) Special Guest Rene Haas (CEO of ARM Holdings)</p><p>(49:46) DeepSeek continued</p><p>(51:53) Trumps Executive Orders &amp; Regulatory Freeze</p><p>(54:10) Coordination in AI Legistlation</p><p>(59:38) US National Debt and Balancing the Budget</p><p>(1:01:08) TikTok</p><p>(1:05:48) Tech Check</p><p><br></p><p>Produced by Benny Beausoleil</p><p>Music by Yung Spielberg</p><p><br></p><p>Available on Apple, Spotify, <a href="http://www.bg2pod.com" target="_blank" rel="ugc ...