DOGE updates + Liberation Day Tariff Reaction...

(0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and community backlash (1:02:03) Riots in France, Friedberg's socialism metric, bond market (1:21:41) G ...  Show more

(0:00) Bestie intros! (2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging (45:22) Recent economic data: GDP, jobs, diesel, i ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss DeepSeek, globalism vs national interests, Trump tariffs, open source, DOGE, & more. . Enjoy another episode of BG2!Timestamps:(00:00) Intro(03 ...  Show more

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by a surprise guest, and discuss Stargate, executive orders, TikTok, DOGE, Public Valuations & more. Enjoy another episode of BG2 ...

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Sou ...

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 ...  Show more