Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, they welcome Michael Dell  to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!</p><p><br /></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(4:13) Lessons from the 90’s at Dell</p><p>(8:37) Invest America Act Signed Into Law</p><p>(27:12) Government Spending and Budget Deficit</p><p>(36:05) The AI Talent War </p><p>(46:25) AI's Role in Economic Growth and Productivity</p><p>(53:42) AI Compute–Explosion in Demand</p><p>(1:03:53) Market Check</p><p><br /></p><p>Show Notes:</p><p><a href="https://www.investamerica.org/" rel="ugc noopener noreferrer" target="_blank">Invest America</a></p><p><a href="https://www.ngpf.org/" rel="ugc noopener noreferrer" target="_blank">Next Gen Personal Finance</a></p><p><a href="https://www.amazon.com/Play-Nice-But-Win-Journey/dp/0593087747?adgrpid=186996873828&amp;hvpone=&amp;hvptwo=&amp;hvadid=748008426876&amp;hvpos=&amp;hvnetw=g&amp;hvrand=13228479928161013514&amp;hvqmt=&amp;hvdev=c&amp;hvdvcmdl=&amp;hvlocint=&amp;hvlocphy=9031927&amp;hvtargid=dsa-2414841786886&amp;hydadcr=&amp;mcid=&amp;hvocijid=13228479928161013514--&amp;hvexpln=67&amp;tag=googhydr-20&amp;hvsb=Biographies_d&amp;hvcampaign=dsadesk" rel="ugc noopener noreferrer" target="_blank">Play Nice But Win: A CEO's Journey from Founder to Leader</a></p><p><a href="https://milkeninstitute.org/content-hub/research-and-reports/reports/economic-impact-invest-america-accounts" rel="ugc noopener noreferrer" target="_blank">Milken Institute: The Economic Impact of Invest America Accounts</a></p><p><br /></p><p>Produced by Benny Beausoleil</p><p>Music by Yung Spielberg</p><p><br /></p><p>Available on Apple, Spotify, <a href="http://www.bg2pod.com" rel="ugc noopener noreferrer" target="_blank">www.bg2pod.com</a></p><p><br /></p><p>Follow:</p><p>Brad Gerstner <a href="https://x.com/altcap" target="_blank" rel="ugc noopener noreferrer">@altcap</a></p><p>Bill Gurley <a href="https://x.com/bgurley⁠" target="_blank" rel="ugc noopener noreferrer">@bgurley</a></p><p>BG2 Pod <a href="https://x.com/BG2Pod⁠" target="_blank" rel="ugc noopener noreferrer">@bg2pod</a></p><p>Michael Dell <a href="https://x.com/michaeldell" target="_blank" rel=