Taiwan

3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 5, 2025 by Bill Gurley · said 24 times in 10 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (14), Bill Gurley (8), Jensen Huang (1), Clark Tang (1)

mentionsepisodesper episode tap a year for its mentions

2026 2 mentions in 1 episode

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 2 mentions · from 1:23
every mention in 2026, scene by scene →

2025 13 mentions in 6 episodes 2 per episode

China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 4 mentions · from 41:23
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 3 mentions · from 16:12
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Feb 5, 2025 · 3 mentions · from 36:16
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Oct 14, 2025 · 1 mention · from 18:30
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Apr 24, 2025 · 1 mention · from 32:35
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention · from 10:11
every mention in 2025, scene by scene →

2024 9 mentions in 3 episodes 3 per episode

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 7 mentions · from 1:03:27
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 1 mention · from 25:44
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod May 16, 2024 · 1 mention · from 7:14
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Taiwan, oldest first

Feb 5, 2025 negative

Prediction Not checkable as stated

Gurley: Escalating tech constraints on China raises Taiwan invasion risk

“But I think if you, I think I can imagine that if you just poke China enough, if you keep poking and you keep poking and you keep raising the constraints, you increase the odds that they make a run at Taiwan.”

Bill Gurley Feb 5, 2025 ▶ 36:16 DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Jun 6, 2025 bearish

Prediction Not checkable as stated

Gerstner: Total AI chip bans dramatically increase the risk of China invading Taiwan

“If we keep the chip ban in place, here's my biggest concern. I think it dramatically increases the chances that China is forced to move on Taiwan.”

Brad Gerstner Jun 6, 2025 ▶ 41:20 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Jun 6, 2025 neutral

Assertion Partly supported

Gerstner: Around zero percent of leading-edge semiconductor chips are fabricated outside Taiwan

“Today, we have about zero percent of leading edge chips fabbed outside of Taiwan, right? Almost nothing in the United States.”

Brad Gerstner Jun 6, 2025 ▶ 44:29 China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Taiwan

Mentions by year

Everything said about Taiwan, oldest first

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