In this co-hosted podcast, Brad Gerstner and Bill Gurley discuss recent economic and geopolitical events, including the shift in US policy towards AI technology diffusion in the Middle East, the potential impact of proposed tariffs with China, and the implications of the reconciliation bill. They analyze the competitive advantages of Middle Eastern data centers, the risks and benefits of AI technology diffusion, and the potential economic impacts of tariff policies. They also discuss the implications of recent legal decisions in Delaware for corporate governance and touch on developments in cryptocurrency regulation and open-source AI development in China, as well as the controversy around Benchmark's investment in Manus. The conversation also covers the potential for a more collaborative approach with China, focusing on areas of mutual benefit while addressing strategic concerns.
