Open Source biweekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss OpenAI ChatGPT4o, Astra, Consumer AI, Enterprise AI, China Tariffs, Trade Regulation, the tech markets, and more. Enjoy another episode of Bg2.

Timestamps:

(00:00) Intro
(00:40) Open AI Launches GPT4 Omni
(10:29) Chat GPT4o Benchmarks
(14:11) Voice as the New GUI
(20:01) Breakout Power of ChatGPT
(22:09) Consumer AI vs Enterprise AI Landscape
(27:51) AI Disruption
(35:45) Regulation & Industrial Policy
(43:47) China Tariffs
(53:15) Tech Market Check

Available on Apple, Spotify, www.bg2pod.com

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Brad Gerstner @altcap https://x.com/altcap
Bill Gurley @bgurley https://x.com/bgurley
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