Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they get in the Thanksgiving spirit, and discuss China, DOGE, Governor Newsom’s EV Tax Credit, Service Titan IPO, FedNow, Tariffs, Anthropic Open Source, Warren Buffet’s Thanksgiving letter, Conspiracy Theories, Invest America, & more. Enjoy another episode of BG2.

Timestamps:

(00:00) Intro

(01:40) Innovation in China & U.S. Competitiveness

(05:43) DOGE & Balancing the Budget

(10:43) Service Titan IPO & “Compounding Ratchet”

(15:36) Gov Newsom Attack on Tesla

(18:33) FedNow + Innovations in Payment Systems

(23:44) Tariffs as Negotiation Tactics

(27:36) Anthropic Open Source AI

(30:39) Warren Buffett's Philanthropy

(40:06) Invest America

Available on Apple, Spotify, www.bg2pod.com

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Brad Gerstner @altcap

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