South Korea, every mention

18 scenes · ← back to South Korea

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every year anyone Brad Gerstner 19Bill Gurley 14Sherwin Wu 2

Verbatim, from the transcripts: the passages where South Korea comes up

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All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod Oct 31, 2025 · 2 mentions

  • ▶ 2:02 Brad Gerstner And then I was just saying to Sam, you know, the president's cut these massive deals in Malaysia, South Korea, Japan, sounds like with China, you know, deals that really incredibly provide the financial firepower to re-industrialize…
  • ▶ 1:10:54 Brad Gerstner South Koreans committed three hundred and fifty billion dollars of investments just today into the United States.

Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod Sep 11, 2025 · 2 mentions

  • ▶ 45:00 Sherwin Wu Um, it is absolutely big in Korea and China as well. 2 times in the scene

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Aug 28, 2025 · 2 mentions

  • ▶ 27:36 Bill Gurley This past week, um, following Trump's engagement with Korea around nuclear, which we have talked about before. 2 times in the scene

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Apr 24, 2025 · 4 mentions

  • ▶ 19:56 Bill Gurley So, so, you know, as we talked about many episodes ago, you know, Korea and China are delivering fission nuclear at one-fourth the price we are, and 3 times in the scene
  • ▶ 40:45 Brad Gerstner We now have Japan and South Korea and Vietnam negotiating with China.

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 2 mentions

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Feb 5, 2025 · 1 mention

  • ▶ 1:13:09 Brad Gerstner I mean, from, from, from Norway with Norges to, uh, to Korea, to Canada, we have a lot of great sovereign wealth funds.

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 1 mention

  • ▶ 24:34 Brad Gerstner Clark's just back from Taipei and Korea and Japan, when meeting with all your supply partners.

Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 9, 2024 · 21 mentions

  • ▶ 22:01 Brad Gerstner Around the world from, you know, building, you know, Vogel, uh, versus, uh, what they're building AP 1000 for in South Korea, as an example.
  • ▶ 37:26 Brad Gerstner This is the type of, uh, gen three nuclear reactor that they're building in South Korea, in China, and at Vogel, right? 5 times in the scene
  • ▶ 38:21 Brad Gerstner Both the South Koreans and the Chinese, right, are building on technology that they procured from the United States, from Westinghouse, under tech transfer licenses over the course of the past, ah, you know, 20 or 30 years, ok? 4 times in the scene
  • ▶ 44:44 Bill Gurley The landed price points in Korea and China 6 times in the scene
  • ▶ 55:06 Bill Gurley Korea and China price points.
  • ▶ 1:03:18 Bill Gurley But, you know, the first thing that popped in my mind when I see how far behind China and Korea we are is, like I said, I'm shocked no one's shocked.
  • ▶ 1:09:41 Brad Gerstner In South Korea,
  • ▶ 1:11:44 Brad Gerstner And that to me seems perhaps even more important, Bill, because in South Korea,
  • ▶ 1:17:11 Bill Gurley Keep up with China and Korea that one, we should quit vilifying them and start respecting the fact that they're executing at a level above and beyond us.
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