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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:

Market Uncertainty, Tariffs, M&A, Wiz and GOOG, NVDA GTC | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley