Vietnam, every mention
11 scenes · ← back to Vietnam
tap a year for its mentions
every year anyone Bill Gurley 9Brad Gerstner 5
Verbatim, from the transcripts: the passages where Vietnam comes up
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 50:58 Brad Gerstner Millions of people in Vietnam, in China, in these countries, and politically, they can't afford to lay these folks off.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 13:33 Bill Gurley 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, to diversify away from China, and they built, you know, supply chains in Vietnam, and now
- ▶ 27:10 Bill Gurley The expert control rule that was in place before this one, which is very similar to this Vietnam thing that we were just talking about.
- ▶ 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
- ▶ 8:18 Brad Gerstner All these tariffs go into place, and we'll put these charts up, on April ninth, country by country, and so we're gonna hear all these ad hoc negotiations going on, some of which I'm sure, like Vietnam, he'll declare victory on even before…
- ▶ 16:14 Bill Gurley I think you said the meeting was in Vietnam, and obviously I, I got that from the president of the economists who had predicted that that would happen, but yes, you know, there's no reason that that wouldn't happen, and there's a lot of, a…
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 38:38 Bill Gurley Um, you know, there's different Foxconn plants all around the globe, right, and different people source, um, different, you know, whether it's fashion products or anything, you know, from Vietnam or from Indonesia or from China. 2 times in the scene
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 49:35 Bill Gurley And, and, you know, just as you might put a manufacturing plant in Mexico or Vietnam or Czechoslovakia.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 1:05:34 Bill Gurley And he says the country must, more likely to disrupt Taiwan would be Vietnam or India. 3 times in the scene
- ▶ 1:09:33 Brad Gerstner I think you are going to see plants that get built in places like Vietnam and Japan.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 1:08:22 Brad Gerstner That Vietnam, everybody there wants to be an entrepreneur.