China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & 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, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(04:24) Pace of AI + Data Walls(11:43) China's 1000 Startup Strategy(26:18) Talent Acquisition and Immigration Policies(36:24) Rare Earths, Chips / China Trade Deal(53:46) Corporate Governance and Delaware DilemnaShow Notes:Reddit v. AnthropicChina’s “Thousand Startups Bloom”Produced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod