BG2Pod with Brad Gerstner and Bill Gurley Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner
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Jan 23, 2025 
Rene Haas, CEO of ARM Holdings and former NVIDIA exec, joins to unravel the complexities of the tech landscape. The dialogue kicks off with the ambitious Stargate Project, which promises to reshape AI's future. They dive into regulatory challenges and financial intricacies of substantial tech investments. TikTok's shifting dynamics and the political backdrop surrounding executive orders also take center stage. Haas shares insights on the fierce AI competition and how current economic shifts are impacting market valuations.
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Stargate Announcement
- Trump's Stargate announcement seemed hastily arranged, possibly for quick momentum.
- It involved OpenAI, Oracle, SoftBank, and MGX, with a $500B investment goal.
Compute Demand and Stargate
- Increased compute demand was discussed, especially given the Stargate project's scale.
- Skepticism about compute demand existed, making the Stargate announcement surprising.
Stargate's Structure
- Stargate, a new company, might be acquiring existing assets.
- It's unclear who owned the initial project or its structure.