BG2Pod with Brad Gerstner and Bill Gurley China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
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Jul 31, 2025 
Sonny Madra, COO of Grok and an expert in AI infrastructure, joins the conversation to explore the booming landscape of open-source AI. He highlights China's rapid advancements and how they challenge the U.S. market. The trio discusses the compute arms race, emphasizing the strategic necessity for American tech to adapt. They also dive into the impact of tariffs and trade agreements, weighing their implications on global economic shifts, particularly in technology and energy. Madra offers insights on navigating the dynamic interplay of innovation and regulation.
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China's Open Source AI Advantage
- China thrives in AI open source by sharing and compounding models rapidly.
- This cooperative competitive dynamic accelerates innovation beyond traditional silos.
Chinese AI Models Offer Value
- Chinese open source AI models offer 90% intelligence at a 90% price discount.
- This value proposition drives significant global demand for these models today.
US Open Source AI's Competitive Edge
- OpenAI's upcoming open source model has potential to dominate if it matches intelligence and price.
- Brand trust and US domicile provide advantages for American models globally.