Middle East
2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Feb 22, 2024 by Brad Gerstner · said 45 times in 14 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (33), Bill Gurley (9), Dylan Patel (2), Sunny Madra (1)
2025 28 mentions in 5 episodes 6 per episode
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 17 mentions in 9 episodes 2 per episode
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- 1 more episode that year, every mention in 2024 →