NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
BG2Pod with Brad Gerstner and Bill Gurley
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Intro
This chapter explores the impact of structural tariffs and regulatory changes on the U.S. chip industry, raising concerns over America's competitiveness in the AI sector. It also includes a lighthearted discussion on March Madness, juxtaposing sports enthusiasm with the unsettling global climate, yet fostering optimism for technological advancements.
Transcript
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