Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | 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 revisit arguments about free trade, and discuss updates on tariff negotiations, export controls, the new AI cold war, NVIDIA H20 chip ban, rare earth ban, DeepSeek, Tesla, & more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(02:15) Complex Systems(06:00) Tariff Negotiations & Free Trade(23:19) Export Controls: AI War, H20 & Rare Earth Ban(42:29) New AI Cold War & Zero Sum Game(52:37) $TSLA & Market CheckShow Notes:Financial Times - US rare earth champion faces trade war test after tariffs halt China salesCNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: AnalystsProject Syndicate - Trump’s $16 Trillion Trade Blind SpotNYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman)Ezra Klein Podcast feat. Thomas FriedmanJohn Mearsheimer and Jeffrey Sachs | All-In Summit 2024Reuters - China hits back at US tariffs with export controls on key rare earthsNYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to ChinaProduced by Benny BeausoleilMusic by Yung SpielbergAvailable on Apple, Spotify, www.bg2pod.comFollow:Brad Gerstner @altcapBill Gurley @bgurleyBG2 Pod @bg2pod