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China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

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Evaluating Google's Strategic Advantage in AI Through TPU Utilization

This chapter examines the competitive dynamics in the tech industry, focusing on Google's TPU and its strategic advantages in AI. It also discusses customer lock-in and the disruptive threat posed by emerging technologies like ChatGPT to established players.

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