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export controls

3 statements across 3 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Sep 9, 2024 by Brad Gerstner · across every show →

Everything said about export controls, oldest first

Sep 9, 2024 negative
Assertion Supported
Gerstner: US export controls prevent nuclear companies from building and exporting
“Well, we have export controls in the United States, which are preventing a lot of these companies from building and exporting.”
Brad Gerstner Sep 9, 2024 ▶ 1:09:43 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 24, 2025 negative
Prediction Not checkable as stated
Gurley: Export controls and chip bans could escalate into a hot war
“But any one of these decisions, and certainly the combination of them, could lead to escalation. It could go as far as leading to a hot war.”
Bill Gurley Apr 24, 2025 ▶ 45:56 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 6, 2025 negative
Opinion
Gerstner: US Export Controls Probably Caused Huawei's Rapid Tech Catch-Up
“The export controls on, on, on, on China probably is what caused Huawei to catch up so quickly.”
Brad Gerstner Jun 6, 2025 ▶ 34:49 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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