White House, every mention

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every year anyone Brad Gerstner 31Jensen Huang 1Bill Gurley 1

Verbatim, from the transcripts: the passages where White House comes up

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AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Oct 14, 2025 · 2 mentions

  • ▶ 42:55 Brad Gerstner Were those guys at the dinner at the White House?
  • ▶ 49:03 Brad Gerstner And I can tell you I've been blown away by the secretary, Secretary Besant, the assistant secretary, Luke Pettit, and the team at Treasury working with the White House.

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 3 mentions

  • ▶ 58:56 Brad Gerstner When I look back at you 30 years ago, you couldn't have imagined you were going to be hanging out in palaces with emirs and the king this week, and you're at the White House all the time. 2 times in the scene
  • ▶ 1:20:19 Jensen Huang And so, so I think that, that this is a fine start, it's a fine start, but I, I'm not confused that, that anyone in the administration, anyone in the White House is confused that

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 1 mention

  • ▶ 48:34 Brad Gerstner And that's this, this, the, the, the amazing thing about this administration is there's really, uh, you know, it's a team of rivals within the White House.

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 3 mentions

  • ▶ 9:35 Brad Gerstner And of course, it was signed into law on July fourth down at the White House.
  • ▶ 30:34 Brad Gerstner So the argument out of the White House is that the reconciliation bill cuts the deficit.
  • ▶ 1:15:21 Brad Gerstner I, I wanted to say, you know, Michael and myself, Dara Khashrashahi, David Solomon from Goldman, Renee Haas from Arm, uh, you know, uh, Bill McDermott from, uh, uh, ServiceNow, and a group of us were at the White House, uh, a few weeks ago…

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 5 mentions

Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Apr 24, 2025 · 3 mentions

  • ▶ 16:20 Brad Gerstner And, um, so I look at the situation today and I think what part of the problem is that it's not clear out of the White House what the goal and objective is.
  • ▶ 23:42 Brad Gerstner This was called by some in and around the White House as a kill shot.
  • ▶ 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.

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 1 mention

  • ▶ 1:53 Brad Gerstner You know, I can't believe I was in Washington last week, and there's a lot of exciting stuff going on with regard to Invest America on Capitol Hill and at the White House.

Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Mar 2, 2025 · 1 mention

  • ▶ 41:38 Brad Gerstner Ma, enter Masa back to Lyft Uber, and, you know, Masa is rumored to be leading, you know, a very big round, forty billion dollar round, you know, with a lot, which we saw they announced it at the White House.

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Feb 5, 2025 · 6 mentions

  • ▶ 29:09 Brad Gerstner Jensen, uh, you know, got, got called to the white house last, last Friday, or we all see me.
  • ▶ 37:12 Brad Gerstner Monday morning, Kevin Hassett, chairman of the National Economic Council comes out on the White House lawn.
  • ▶ 51:02 Brad Gerstner His team is, in fact, sleeping across from the White House and, you know, in the executive office building. 3 times in the scene
  • ▶ 1:07:11 Brad Gerstner And then they did this U-turn because we got a change in policy or what appeared to be a change in policy out of the White House.

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 23, 2025 · 3 mentions

  • ▶ 1:52 Brad Gerstner There was a huge announcement, um, at the White House yesterday with, with Larry Ellison, Sam Altman, Massa Sun, and, and, uh, President Trump.
  • ▶ 32:51 Brad Gerstner OpenAI, Microsoft, Oracle, and yesterday's really earthquake level announcement out of the White House.
  • ▶ 44:47 Brad Gerstner Clearly, the people around the table, Larry Ellison, you, Massa, et cetera, understood that vibe shift occurring in the White House.

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 1 mention

  • ▶ 46:02 Brad Gerstner If he talks to his, you know, chief economist in the White House, I think they'll say, these are the issues that are at play, so we really have to make these cuts.

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod Nov 27, 2024 · 2 mentions

  • ▶ 16:37 Brad Gerstner You know, this is about as stupid, Bill, as Biden excluding Elon from the White House EV Summit simply because he wanted to curry favor with the unions. 2 times in the scene

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Aug 9, 2024 · 1 mention

  • ▶ 26:16 Bill Gurley Like, like, if you, you know, it looks like both parties that are running for, for the White House, um, want to

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 1 mention

  • ▶ 12:27 Brad Gerstner Ben and Mark said, you know, the, the, they were stonewalled by Gensler, stonewalled by the White House, like they, there was not even a willingness to talk about the issues openly.
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