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10min chapter
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Funding the Future: GPU Project Feasibility
This chapter examines the financial landscape necessary for launching a major tech initiative focused on GPUs, analyzing the original assumption of a $500 billion budget. It discusses the implications of regulatory changes and the substantial investments needed for energy generation and infrastructure, specifically regarding the ambitious Abilene data center project. Additionally, the chapter sheds light on the complexity of equity and debt structures, illustrating the strategic considerations of major financial players like BlackRock.
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