NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT

from BG2Pod with Brad Gerstner and Bill Gurley · host BG2Pod

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss market uncertainty, globalism and tariffs, M&A, Wiz and GOOG, NVDA GTC, consumer AI demand, AI unit economics, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:21) Market Uncertainty(07:28) Globalism and Tariff Policies(25:07) $GOOG Acquisition of Wiz + M&A Environment (40:33) $NVDA Market Position(55:37) Government Regulations & Impact on AI(1:04:45) Consumer AI Demand(1:10:33) AI Unit EconomicsProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod

Episode metadata supplied by the publisher feed · Published Mar 21, 2025

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NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT

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This episode was published on March 21, 2025.

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