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China, AI Immigration, Rare Earths & Chips, Tariffs, Market Check | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

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Reflections on Technology Growth: From the Internet Boom to AI Advancements

This chapter examines the technological evolution over the last twenty years, highlighting stock performance trends and the initial misjudgments of the internet's impact. It also explores contemporary advancements in AI, drawing parallels to earlier forecasts and the patterns of adoption observed in the past.

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