NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
The discussion covers the impact of tariffs, AI advancements, and market dynamics, emphasizing the need for balanced trade policies and the strategic importance of AI in economic growth.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner
The discussion focuses on the competitive landscape of AI development, emphasizing the need for innovation and collaboration rather than a zero-sum competition with China.
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
The discussion centers on globalism, open-source AI models, and economic policies like tariffs, emphasizing the need for innovation and strategic economic decisions.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
The discussion revolves around the ambitious Stargate project, a massive AI infrastructure initiative involving major tech players and the U.S. government, aiming to significantly boost AI capabilities in the U.S.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner
The discussion covers the potential of AI to replace human cognitive tasks, the economic implications, and the investment strategies in AI and tech sectors.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
The discussion focuses on the ongoing importance of scaling in data centers, particularly in the context of AI and semiconductor industries, with insights from Dylan Patel of SemiAnalysis.