Taiwan, every mention
14 scenes · ← back to Taiwan
tap a year for its mentions
every year anyone Brad Gerstner 14Bill Gurley 8Jensen Huang 1Clark Tang 1
Verbatim, from the transcripts: the passages where Taiwan comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 1:23 Brad Gerstner And Clark was in, ah, in, in Taiwan last week, um, with Jensen at Computex and GTC, so what was our takeaway there?
- ▶ 58:42 Clark Tang Yeah, so, so I think one of the takeaways from spending time in Taiwan was, um, there, there is certainly a lot of excitement around the, the next wave of ASICs.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 18:30 Brad Gerstner From Taiwan to the United States.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:23 Brad Gerstner I think it dramatically increases, uh, the chances that China is forced to move on Taiwan. 4 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:35 Bill Gurley That's a company that's headquartered in Taiwan.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 10:11 Brad Gerstner So Taiwan's got a 32% tariff, but semiconductors are exempted, and so we're going through the value of those exemptions right now.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 16:12 Bill Gurley You know, why he went from Texas Instruments to Taiwan and, and we're, you know, I guess one day maybe we get to full automation and that's a completely different world, but, but even if that's what you're encouraging in the US, it doesn't…
- ▶ 42:14 Bill Gurley Just very quickly, while you're on that topic, you know, Jensen was born in Taiwan, and, and as many have highlighted, many of the founders and leaders of all these 2 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:16 Bill Gurley 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.
- ▶ 47:32 Bill Gurley Like they're talking about just a tariff on Taiwan, which is a tariff on chips, all chips. 2 times in the scene
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 25:44 Jensen Huang When the time comes, all these things in Taiwan,
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 7:14 Bill Gurley If you want to, you know, see four different hotel choices in Taiwan, I don't think you want that read to you.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 1:03:27 Brad Gerstner Like, why are all the world's fabs in Taiwan, ok? 6 times in the scene
- ▶ 1:09:45 Brad Gerstner I think from a United States interest, both in terms of wanting to maintain leadership in AI and wanting to diversify our political risk associated with Taiwan, it's not so important that everything is produced in the US, right?