
Liberation Day, Tariffs, US v China Open Source, OpenAI Fundraise, $CRWV, TikTok | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
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GPU Depreciation and Market Implications
This chapter explores the controversial timelines of GPU depreciation and its impact on the tech industry, focusing on the longevity and value of GPUs in both training and inference applications. It further analyzes CoreWeave's business strategy and the financial dynamics in the AI sector, questioning traditional depreciation methods in light of evolving market demands.
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