In this co-hosted podcast, Brad Gerstner and Bill Gurley discuss recent significant events and their implications, including the shift in US policy towards AI technology diffusion in the Middle East, the impact of tariff adjustments with China, and the potential effects of the upcoming reconciliation bill. They analyze the competitive advantages of national data centers in the Middle East, the progress of open-source AI development in China, and debate the merits of different approaches to trade and technology regulation. They also touch on legal and corporate governance issues, highlighting concerns about the Delaware court system and praising Texas's efforts to attract businesses with more predictable legal frameworks. Finally, they celebrate legislative advancements in the crypto space, particularly the Genius Act, and discuss its potential to revolutionize financial transactions.
