BG2Pod with Brad Gerstner and Bill Gurley China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner
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Aug 28, 2025 Dive into the world of China's technological boom! Explore how Chinese innovation in AI and electric vehicles is reshaping the global tech landscape. Discover insights on the competitive edge gained by China's open-source culture and the importance of U.S. reform to keep pace. The conversation also critiques tariffs and trade dynamics, while examining the vitality of China's venture capital market amidst changing global investor interest. Plus, learn what U.S. leaders say after visiting China and the implications for future economic relations.
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How Chinese Founders Study The West
- A founder told Bill that every Chinese founder and VC studies the West "at a nauseating level."
- Bill suggests Western investors should study China's best practitioners just as closely.
Go Learn To Make Better Policy
- Bill went to China to learn because it's one of the most consequential relationships for the U.S. and global tech.
- He argues policy makers should know more, not less, about what happens on the ground.
Engineers In Power Drive Buildout
- Dan Wang's Breakneck frames China's strengths and weaknesses through a mirror on the U.S.
- It explains why an engineering-dominated leadership drives rapid buildout but creates social trade-offs.
