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 Check Show Notes: Financial Times - US rare earth champion faces trade war test after tariffs halt China sales CNBC - U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts Project Syndicate - Trump’s $16 Trillion Trade Blind Spot NYTimes - I Just Saw the Future. It Was Not in America (Thomas L. Friedman) Ezra Klein Podcast feat. Thomas Friedman John Mearsheimer and Jeffrey Sachs | All-In Summit 2024 Reuters - China hits back at US tariffs with export controls on key rare earths NYTimes - Nvidia Says U.S. Will Restrict Sales of More of Its A.I. Chips to China Produced by Benny Beausoleil Music by Yung Spielberg Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod