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South Korea

4 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Sep 9, 2024 by Bill Gurley · said 35 times in 8 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (19), Bill Gurley (14), Sherwin Wu (2)

tap a year for its mentions
0013325620242025episodesmentions
03620242025episodes it came up in
007.5315620242025episodesmentions per episode
2025 13 mentions in 6 episodes 2 per episode
2024 22 mentions in 2 episodes 11 per episode

every mention, scene by scene, with the transcript →

Everything said about South Korea, oldest first

Sep 9, 2024 positive
Assertion Supported
Gurley: South Korea builds nuclear at the same cost as China
“South Korea is a democracy, A friend of the United States, they're at the same delivered price point as China, and they're doing it at scale, and they're starting to export their technology.”
Bill Gurley Sep 9, 2024 ▶ 37:49 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 9, 2024 negative
Assertion Open · timeframe Sep 2024
Gurley: Westinghouse is suing to block South Korean reactor exports to Czechia
“Westinghouse, who was the company That, that originally designed level three fission in the US is suing to try and prevent them from delivering to Czechoslovakia.”
Bill Gurley Sep 9, 2024 ▶ 46:10 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 9, 2024 neutral
Assertion Supported
Gerstner: South Korea's nuclear regulatory framework is modeled on the US
“Because in South Korea, Their national regulation and the regulatory body that oversees it all is modeled on the US, ok?”
Brad Gerstner Sep 9, 2024 ▶ 1:11:44 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 24, 2025 negative
Assertion Supported
Gurley: South Korea, China build nuclear power at one-fourth US cost
“Korea and China are delivering fission nuclear at one-fourth the price we are, and I think that Korea example, South Korea, is very important because that is a democracy. So here's one country that's authoritarian, one that's a democracy, and they're both achi…”
Bill Gurley Apr 24, 2025 ▶ 19:56 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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