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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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The Commoditization of AI and Global Trade Dynamics

This chapter explores the commoditization of AI model layers and the competitive dynamics among market players. It also addresses global trade issues, including market uncertainties and the impact of tariff changes on comparative advantage.

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