Full episode · 1 h 7 m

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

BG2 · Brad Gerstner & Bill Gurley

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The best minutes

1. 13:51Xiaomi built a car factory in three years with 2,000 workers7 min
2. 42:27The subsidy and theft story about China doesn't explain its success2 min
3. 55:24Why Western venture investment in China has dried up3 min

Also worth watching

1. 8:45Provincial rivalry drives China's overbuilding and its hyper-competition3 min
2. 26:59Gurley's advice: joint ventures with foreign leaders and less red tape3 min
3. 48:04How China's AI market is shaped by open models and the five-year plan3 min

Skip the five-minute opener on private-market valuations and football, and the 10-minute tariff and trade-deal discussion.

Published Aug 28, 2025.