Bill Gurley and Brad Gerstner discuss the shift in Silicon Valley's political alignment towards Trump, attributing it to perceived assaults on business, technology, and innovation by the Biden administration, including policies on crypto, AI, and capital gains taxes. They explore the strategic use of open source as a defensive weapon, highlighting META's decision to open source its AI models. They also touch on the lack of a postmortem on COVID-19 responses, the Wiz acquisition deal, Tesla's autonomy efforts, and the Crowdstrike incident, emphasizing the increasing importance of the relationship between Silicon Valley and Washington D.C.
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