Vietnam
3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 22, 2024 by Brad Gerstner · said 14 times in 7 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (9), Brad Gerstner (5)
tap a year for its mentions
2025 8 mentions in 4 episodes 2 per episode
- Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- every mention in 2025, scene by scene →
2024 6 mentions in 3 episodes 2 per episode
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Vietnam, oldest first
Feb 22, 2024 positive
Apr 4, 2025
Apr 24, 2025 neutral
Gurley: Supply chain resilience can include allies and requires trade consistency
“There's also, if you're using the word resilient, you know, that can include other countries that are allies. It doesn't have to be on the shores of the U.S., and I know people who in the first Trump administration were told to diversify away from China, and t…”