Europe
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 5, 2025 by Bill Gurley · said 51 times in 17 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (22), Brad Gerstner (21), Satya Nadella (4), Thomas Laffont (2), Philippe Laffont (1), Jensen Huang (1)
tap a year for its mentions
2025 44 mentions in 14 episodes 3 per episode
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- 6 more episodes that year, every mention in 2025 →
2024 7 mentions in 3 episodes 2 per episode
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Europe, oldest first
Feb 5, 2025 bearish
Gurley: Reshoring low-cost manufacturing with tariffs will fail and hike prices
“No doubt, but my point is that even with that lens, you have to think about the dynamics around the globe and pulling up the wall and trying to get people to make a 40 dollar microwave in America is gonna fail. Like, you're just gonna end up with more expensiv…”
Sep 26, 2025 bearish
Huang: Drop in Chinese students staying in US is existential crisis
“Definitely see a greater concern of Chinese students who come here and remain here. And, or many of them who come here for school and are thinking about going elsewhere. Many of them thinking about Europe. And so, so I think we need to be super, super concerne…”