China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, they discuss open-source models in China and the US, the compute arms race, tariffs and the reordering of global trade, and more. Enjoy another episode of BG2!</p><p><br></p><p><strong>Timestamps:</strong></p><p>(00:00) Intro</p><p>(3:55) Open-Source Models in China</p><p>(17:54) Future of American Open-Source Models</p><p>(26:30) Compute Arms Race</p><p>(47:05) China, Tariffs, and Reordering of Global Trade</p><p><br></p><p>Show Notes:</p><p><a href="https://artificialanalysis.ai/⁠" target="_blank" rel="noopener noreferer">Artificial Analysis - Intelligence vs. Price</a></p><p><a href="https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdf⁠" target="_blank" rel="noopener noreferer">Mary Meeker Bond Deck </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"><u>www.bg2pod.com</u></a></p><p><br></p><p>Follow:</p><p>Brad Gerstner <a href="https://x.com/altcap" target="_blank" rel="noopener noreferer">@altcap</a></p><p>Bill Gurley <a href="https://x.com/bgurley⁠" target="_blank" rel="noopener noreferer">@bgurley</a></p><p>BG2 Pod <a href="https://x.com/BG2Pod⁠" target="_blank" rel="noopener noreferer">@bg2pod</a></p>