United States, every mention
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every year anyone Brad Gerstner 429Bill Gurley 199Clark Tang 14Ronald Reagan 7Michael Dell 7Aaron Levie 6Satya Nadella 3Maureen Zawalnik 3Sunny Madra 2Sherwin Wu 2
Verbatim, from the transcripts: the passages where United States comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 10:11 Brad Gerstner It's an epicenter of technology in America and you can't maintain a call.
- ▶ 52:44 Brad Gerstner Now, I think they're loathe to use Chinese open source models, so they're waiting on kind of US open source models to, you know, be able to really deliver the bang that they need.
- ▶ 56:13 Brad Gerstner I very much want a frontier open source US lab to win. 2 times in the scene
- ▶ 1:19:15 Brad Gerstner I think we're going to have to do our work to do the things to make sure America wins, and that we evolve the social contract, keep everybody, you know, lift the floor, 2 times in the scene
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 0:52 Apoorv Mehta You've had, uh, quite the journey from Germany to the U.S., from Brown.
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 21:04 Ali Ghodsi Uh, I came to the United States in two as a nine at UC Berkeley, not far away from here.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 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…
- ▶ 26:12 Satya Nadella So I think if US leads, it's better, ah, as you know, as one regulatory framework.
- ▶ 26:40 Satya Nadella Yeah, and I would just say, quite frankly, my hope is that this time around, even across EU and the United States, like, that'll be the dream, right? 2 times in the scene
- ▶ 1:10:22 Brad Gerstner I'm going to end on this, which is really around the re-industrialization of America. 10 times in the scene
- ▶ 1:13:25 Brad Gerstner Sam is, is, is really helping lead the charge at OpenAI for America. 2 times in the scene
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 3:46 Brad Gerstner I'll still talk you in on occasion, maybe to be in a guest, but you're freeing up time to work on your big passions like this book and going deeper into these topics that people have heard you talk about here, U S China relations, 2 times in the scene
- ▶ 18:30 Brad Gerstner From Taiwan to the United States.
- ▶ 29:53 Brad Gerstner You said recently that China is so competitive with the United States because it's run by engineers, and America's run by lawyers, and that's the greatest risk we have. 4 times in the scene
- ▶ 34:58 Brad Gerstner The re-industrialization of America is massive. 6 times in the scene
- ▶ 46:13 Brad Gerstner and I agree, we kind of have this battle for the soul of America when it comes to capitalism right now, right? 3 times in the scene
- ▶ 58:46 Brad Gerstner Regulatory capture, U.S. healthcare, nuclear, etc.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 59:05 Brad Gerstner The president has said that you and NVIDIA are critical to, ah, US, you know, national security. 9 times in the scene
- ▶ 1:07:51 Brad Gerstner any leader in the United States. 6 times in the scene
- ▶ 1:17:40 Clark Tang I also know you want to recruit the best and brightest to our country. 14 times in the scene
- ▶ 1:27:10 Brad Gerstner He's a, he's a believer in the growth and the ability of the United States to compete. 4 times in the scene
- ▶ 1:29:52 Brad Gerstner We've all experienced the right to rise in America. 4 times in the scene
- ▶ 1:31:20 Brad Gerstner Starting in twenty-twenty-six, every child born forevermore in the history of this country will start off with an investment account at birth. 6 times in the scene
- ▶ 1:42:54 Brad Gerstner I think to have leaders like you, leaders like Sam and Elon, Satya, et cetera, it's such an extraordinary advantage for this country, right? 2 times in the scene
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- ▶ 6:54 Olivier Godman Um, so T-Mobile, leading, like, U.S.
- ▶ 13:42 Sherwin Wu So, this is the, the, the, like, government national research lab that the US government is running in Los Alamos, New Mexico.
- ▶ 45:14 Sherwin Wu So anyways, um, you know, as like, you know, the, I know like Korean culture is really making its way into the U.S. as well, I think that's another tailwind for this whole thing, but anyways, esports I think is something you should keep an…
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 5:59 Bill Gurley You said this is probably the most consequential, you know, other nation when it comes to thinking about America or thinking about our stock markets or thinking about 2 times in the scene
- ▶ 6:55 Bill Gurley Um, you know, he's a, he's a policy analyst, um, and he recently moved back to the U.S. 3 times in the scene
- ▶ 9:49 Bill Gurley I think it's a little bit the same way, but the difference is that because there's a singular government that's gonna make choices, like, like in the U.S., if you do well as a governor, you might get elected.
- ▶ 16:50 Brad Gerstner He's like, this is an engineering culture that has built these technological ecosystems that gives rise to a higher velocity of innovation, uh, you know, than we see in the United States that Dan would argue is bogged down by, you know,… 2 times in the scene
- ▶ 21:20 Brad Gerstner And that to me, one of the reasons I wanted to do this pod on China is because I think it's as much a reflection about what the United States 11 times in the scene
- ▶ 30:17 Brad Gerstner Um, he certainly wants to rebuild stuff in the United States, but at the same time, it appears to me, he wants to get a big deal done on China. 8 times in the scene
- ▶ 35:49 Bill Gurley I mean, I think it'd be very easy to say, you know, using your framing to say the US took advantage of Europe post World War II. 10 times in the scene
- ▶ 43:12 Bill Gurley And, um, and, and then, you know, you look at the US, like we give companies subsidies all the time to build factories. 6 times in the scene
- ▶ 50:44 Bill Gurley And we've talked about that with the U S players.
- ▶ 55:02 Brad Gerstner Um, and, you know, there was a lot of U.S. enthusiasm. 5 times in the scene
- ▶ 1:00:59 Bill Gurley And, um, you know, we, we're far away from that in the U S that amount of, of automation around payment. 5 times in the scene
- ▶ 1:02:54 Brad Gerstner Again, it's just a reminder to me, like, I, I continue to think that, uh, the U S is in an incredible position on a global basis, an incredible position vis-a-vis China, but decisions matter. 3 times in the scene
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 0:05 Brad Gerstner Zero percent on US goods going to Europe. 5 times in the scene
- ▶ 4:06 Brad Gerstner It's really been a bit of an unforced error by the U.S. over the course of last 24 months and handed a lot of momentum to China and I think really threatened our leadership. 5 times in the scene
- ▶ 13:46 Brad Gerstner Which, which is about encouraging open source and open weight models in the US saying that these could become standards in some businesses and academic workloads, and it's important they're built on the American AI stack. 4 times in the scene
- ▶ 16:35 Sunny Madra I think if we look at Q four this year or Q one next year, I'd be willing to say, you know, that a top three worldwide model will be a U S based open source model. 2 times in the scene
- ▶ 17:11 Bill Gurley I, um, one thing I wanted to highlight about the China situation that I think might inform the US situation, I was, um, I was having a conversation with this extremely young AI, uh, entrepreneur that I know, and he, he, he was pouring over… 3 times in the scene
- ▶ 20:51 Brad Gerstner It would seem to me that actors around the world, certainly actor, it would be, you know, part of the American AI action plan. 2 times in the scene
- ▶ 23:52 Brad Gerstner You know, so it turns out if you deliver something really powerful and really cheap, that's more important to these players than American values aligned. 2 times in the scene
- ▶ 28:16 Brad Gerstner Um, is this a lot of hyperbole and chest pounding, or do you actually see, uh, the dollars going into the ground in places like Saudi Arabia and around the US?
- ▶ 49:53 Brad Gerstner They're going to be a tax that gets paid by the US consumer. 11 times in the scene
- ▶ 54:53 Brad Gerstner So we're going to have some, some goods and some products that, you know, consumers or US consumers are going to end up paying the taxes, and we're going to have to go back and fix some of these things. 10 times in the scene
- ▶ 1:01:47 Bill Gurley Your, your own temperature for the US markets, and, and, and where you, whether you're net long or net short, and you, you've, on this podcast, been more enthusiastic than I've ever seen you, both about, uh, about AI, but, but this, this…
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 10:38 Brad Gerstner It has to be launched under the terms of the legislation by July fourth, 2026, the 250th birthday of America. 5 times in the scene
- ▶ 26:06 Brad Gerstner Is it more important to give every kid in America a private investment account, a little seed from birth and get them on the right track, or to give three and a half billion dollars to Afghanistan, Nigeria? 5 times in the scene
- ▶ 33:26 Brad Gerstner Elon's talking about forming a third party, the American party, really in response, what appears to be frustration over, ah, Doge and the budget deficit and the concerns by folks like Ray Dalio about, you know, a debt spiral in the United… 3 times in the scene
- ▶ 1:04:53 Brad Gerstner The ten-year, everybody talks about this, you know, the great debt spiral that we have in the country, but the ten-year's been between 5 times in the scene
- ▶ 1:16:11 Michael Dell Will give every new American child a genuine opportunity to participate in history's greatest engine of economic growth, the American economy. 7 times in the scene
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 13:18 Brad Gerstner You seem to be in the camp of, you know, it's too early, uh, to regulate, get out there, accelerate, make sure that we distribute around the world and America's models are doing well. 2 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 2:56 Brad Gerstner And, and, and this slide, which I thought was incredible slide six, which is when will AI reach 75% of total US market cap, which I think is incredibly provocative how you compare that to industrials and transport, because everybody's…
- ▶ 7:47 Brad Gerstner Another thing, today's an appropriate day to talk about this, the stablecoin legislation, you know, passed today, which is a major, you know, we're going to want to talk about, to Sachs about this later, but a major step forward for the,…
- ▶ 15:43 Philippe Laffont To invest in the USA.
- ▶ 18:45 Philippe Laffont So we have a very fine view of what the US consumer does.
- ▶ 20:59 Thomas Laffont And Brad, what's interesting about that is that's true in the US.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:01 Brad Gerstner We see products that are globally competitive, you know, and many that are in, in these different industries better than the U S. 7 times in the scene
- ▶ 26:18 Brad Gerstner Well, staying on the theme of China, Bill, you and I've talked a ton over the past two years about the need to stop illegal immigration, but to, to dramatically ramp up recruiting and retaining the best and the brightest to the United… 7 times in the scene
- ▶ 36:42 Bill Gurley How could it broadly affect companies in the US? 17 times in the scene
- ▶ 53:16 Brad Gerstner He wants a fair deal for the United States.
- ▶ 54:08 Brad Gerstner Uh, new study reveals lawyers in tiny U.S. states are winning 2 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:31 Brad Gerstner Advanced chips and models, and it broadly restricted the ability of the US to sell chips to like a hundred countries around the world. 7 times in the scene
- ▶ 10:26 Brad Gerstner So, uh, you know, I think for a long time the U.S. has viewed, for example, uh, this part of the world as perhaps a bit of an industrial powerhouse when it comes to oil, but not very technologically advanced. 4 times in the scene
- ▶ 13:26 Bill Gurley All were mirror images of the ones that are listed out in this article, so I think we were a hundred percent on a path towards building a wall around America, not building a wall around China, and if we had continued on that path, I think… 9 times in the scene
- ▶ 18:56 Brad Gerstner But most importantly, I think everybody has to figure out what's best for Team America, right? 4 times in the scene
- ▶ 25:48 Brad Gerstner I just told you that last year tariffs were seventy seven billion, so that's still a forex increase in tariff revenue, right, to the United States, but it's three hundred billion on a 28 trillion dollar economy. 3 times in the scene
- ▶ 28:35 Bill Gurley Expressing dismay about that, and even he came up with some math that he would have sold fifteen billion next year, and he said it would have created three billion in U.S. tax revenue that the U.S. won't have. 5 times in the scene
- ▶ 31:15 Brad Gerstner And as a reminder to folks, we have to pass a budget for the United States. 6 times in the scene
- ▶ 45:33 Brad Gerstner Every child born in America, there are 3.7 million kids born a year would get a thousand dollars in a seed investment account in the S and P 500. 6 times in the scene
- ▶ 1:02:31 Brad Gerstner And rather than doing that, why don't we just bring it under the federal regulatory auspices and whatever we need in terms of protections, put the protections in the place, and then allow this innovation to occur in the United States. 3 times in the scene
- ▶ 1:07:43 Bill Gurley And when you consider that we, it's already been proven here in the U S that different models can help improve other models. 3 times in the scene
- ▶ 1:11:19 Bill Gurley So, first of all, they've only operated on U.S. models. 9 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:00 Bill Gurley Almost everyone in the AI space that I see with a microphone in front of them says the U.S. has to win the AI war.
- ▶ 9:13 Ronald Reagan You see, at first, when someone says, let's impose tariffs on foreign imports, it looks like they're doing the patriotic thing by protecting American products and jobs. 2 times in the scene
- ▶ 12:49 Brad Gerstner Over free trade, and might make the argument, I think, that in particular, creating resilience in these industries, rare earths, you know, chip fabs in the United States, auto manufacturing, steel, aluminum, et cetera, are essential to our… 2 times in the scene
- ▶ 13:55 Bill Gurley One more piece I would mention, and we'll put links to all these things, is, uh, Thomas Friedman has an op-ed in the New York Times that says, I, I just saw the future, and it was not in America. 6 times in the scene
- ▶ 18:22 Bill Gurley I don't think our current, um, democracy is set up in a way that's really good for, um, the country to deploy dollars to help industry, and I gave this speech at the original All In Summit about regulatory capture, and I just, I can't… 6 times in the scene
- ▶ 23:47 Brad Gerstner A kill shot against the US economy, um, that causes massive problems in industrial production. 3 times in the scene
- ▶ 25:31 Brad Gerstner And he's saying, ah, you know, but in fact, what we did last week is the US did ban H-twenties going to China, and this was a pretty controversial move. 2 times in the scene
- ▶ 29:42 Brad Gerstner American success stories. 3 times in the scene
- ▶ 35:05 Brad Gerstner Nvidia just had a big announcement, right, with the White House, about a five hundred billion dollar investment, right, in combination with a bunch of other companies, Foxconn, TSMC, et cetera, building fabs in the United States. 3 times in the scene
- ▶ 36:06 Brad Gerstner And, and somehow prevent US hyperscalers or cloud companies from integrating DeepSeq models into their stack. 2 times in the scene
- ▶ 40:18 Brad Gerstner And if you wanted the rest of the world to run on US compute and US models, what's the number one thing you would not do? 7 times in the scene
- ▶ 44:32 Brad Gerstner Some of the people who are arguing, right, including some USAI companies, that they shouldn't be able to sell the H-twenties to China, right?
- ▶ 46:56 Bill Gurley The US has to win the AI war. 4 times in the scene
- ▶ 54:30 Bill Gurley You know, going to NVIDIA, I've heard rumors that they, that they want, that the government, U.S. government, U.S. government, and I, but not to sound like a victory lap, but I said a few episodes ago the biggest risk on NVIDIA was the…
- ▶ 55:08 Brad Gerstner Like, I think all companies should have to comply with U.S. rules and regulations.
- ▶ 1:02:19 Brad Gerstner Let's land the plane, uh, and get back to building America.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 8:41 Brad Gerstner That people have committed to in the United States.
- ▶ 11:53 Bill Gurley And so let's say what, what the administration wants to encourage is for you to relocate a factory that you have or product, let's call it production that you have in Thailand, you know, and put it on the American shores. 4 times in the scene
- ▶ 19:19 Brad Gerstner You know, another thing that we heard a lot about this week, Bill, speaking of China, is, you know, some developments in Chinese open source and some developments on the US open source front, particularly with respect to these frontier… 6 times in the scene
- ▶ 41:53 Brad Gerstner In fact, I don't know if you saw David Sachs' tweet where he said, America's leading AI companies are all reporting that demand is off the 2 times in the scene
- ▶ 1:05:11 Brad Gerstner We, we should make TikTok abide by the rules and regulations, right, that we have in this country. 8 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 0:00 Brad Gerstner If we impose high structural tariffs, and if we allow this crazy Biden-era diffusion rule to stay in place, which makes it hard for us to export our chips, I, I literally think it's unilaterally disarming America in the race to AI.
- ▶ 5:39 Brad Gerstner and we, we have this really interesting chart that we'll post on the US, uh, supply and, uh, airline supply and demand balance.
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