convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(3:55) Open-Source Models in China

(17:54) Future of American Open-Source Models

(26:30) Compute Arms Race

(47:05) China, Tariffs, and Reordering of Global Trade

Show Notes:

Artificial Analysis - Intelligence vs. Price

Mary Meeker Bond Deck

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

1d:T421,Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!Timestamps:(00:00) Intro(4:13) Lessons from the 90’s at Dell(8:37) Invest America Act Signed Into Law(27:12) Government Spending and Budget Deficit(36:05) The AI Talent War (46:25) AI's Role in Economic Growth and Productivity(53:42) AI Compute–Explosion in

China Open-Source, Compute Arms Race, Re...