Mexico, every mention
10 scenes · ← back to Mexico
tap a year for its mentions
every year anyone Brad Gerstner 12Bill Gurley 5
Verbatim, from the transcripts: the passages where Mexico comes up
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 24:05 Bill Gurley I mean, BYD has, um, a big presence in Hungary and they have a fact they're building a factory in, or already have one in Mexico. 2 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:04:53 Brad Gerstner They're getting, uh, into this fast-growing part of their business at Stripe because the reality is if you have two businesses, maybe one in Mexico, right, small business that's a scuba business providing some tourism attraction, and you…
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 7:23 Brad Gerstner That's largely on Mexico, Canada, and Germany, and the auto tariffs were imposed at 25%.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 51:41 Brad Gerstner Because Del Pass is along the price increase of the computer made in Mexico, as an example.
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:54 Brad Gerstner 25% tariffs on, on, on Mexico and Canada, 15% tariff. 3 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 23:59 Brad Gerstner So of course, Trump has announced that one of his first acts will be to initiate a 25% tariff on products coming from Canada and Mexico, unless they get serious about stopping illegal immigrants and drugs from crossing the border. 2 times in the scene
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 49:35 Bill Gurley And, and, you know, just as you might put a manufacturing plant in Mexico or Vietnam or Czechoslovakia. 2 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 50:57 Bill Gurley I think we're, I think the world is small enough now where you have to think about that on a global basis, and it's unclear to me why, you know, a worker in Iowa needs 40 dollars an hour if there's a worker in Mexico that's willing to bust…
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:10:17 Brad Gerstner I could see this happening in Mexico.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 1:03:50 Brad Gerstner There's some talk about building fabs in Mexico, but maybe just let's deconstruct that one. 3 times in the scene