China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | 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 discuss the pace of AI and data walls, China’s startups, immigration and talent acquisition, rare earths, chips, China trade deal, corporate governance, Delaware incorporation rights, &amp; more. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(04:24) Pace of AI + Data Walls</p><p>(11:43) China&#39;s 1000 Startup Strategy</p><p>(26:18) Talent Acquisition and Immigration Policies</p><p>(36:24) Rare Earths, Chips / China Trade Deal</p><p>(53:46) Corporate Governance and Delaware Dilemna</p><p><br></p><p>Show Notes:</p><p><a href="https://redditinc.com/hubfs/Reddit%20Inc/Content/PDFs/Docket%20Stamped%20Complaint.pdf" target="_blank" rel="ugc noopener noreferrer">Reddit v. Anthropic</a></p><p><a href="https://bg2pod.notion.site/china-s-thousand-startups-bloom-strategy" target="_blank" rel="ugc noopener...