BG2. Deepseek, Open Source, Tariffs, DOGE, Market Impact & more. 👊💥Brad Gerstner Bill Gurley Chapters: (00:00) Intro (03:20) DeepSeek & Open Source (37:03) Trump Tariffs (50:31) DOGE (01:04:19) Tech and Political Uncertainty

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@altcap @bgurley Pod up! LFG!

@altcap @bgurley Already watched 60% 🤘

@altcap @bgurley This is how I think about tech investing or investing in general. @elonmusk & @DOGE is making America more attractive 😉 or American debt more attractive 😏

@altcap @bgurley When do you guys believe AI companies will start going public? Do you think it’s going to be a focus of this administration to incentivize these companies to go public via deregulation or another mechanism? As always, love the pod and very thankful for your work!

@altcap @bgurley You said you would share a link to the interview with the DeepSeek founder.

@altcap @bgurley I was really impressed with Bill's knowledge and vantage point on the DeepSeek issue. He nailed it calling Palantir and other China warmongers "the new Neocons''.

@altcap @bgurley Great episode - going down the rabbit hole on PTX. Can you share a link to the articles the guys flashed up on the screen relating to PTX please.

@altcap @bgurley Your discussion made me wonder how Our, GreenWave* Saves (Time+Resources+Money) For All* Fits in, All In says they would give fortunes to eliminate traffic congestion visit growing

@altcap @bgurley Great episode guys. The picture you paint regarding open source and tarrifs is as accurate as I've heard. Mr Gurley, it's great hearing opinions through the prism of your experience, we need more measured discourse like this.