DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner

In this co-hosted podcast, Brad Gerstner and Bill Gurley delve into the intersection of technology, markets, and Washington's influence, steering clear of purely political analysis. They discuss DeepSeek's innovative approach to AI, open source versus closed source models, and the implications of export controls. The conversation shifts to tariffs, exploring potential economic impacts and contrasting tactical negotiation with principled beliefs. They also analyze Elon Musk's involvement in budget balancing, the constitutional questions it raises, and the potential effects on tech investors, concluding with a discussion on the proposed Sovereign Wealth Fund and its potential pitfalls.