In this co-hosted podcast, Brad Gerstner and Bill Gurley discuss a range of topics including AI, China's industrial policies, and market trends. They reflect on the overestimation of the internet's short-term impact and underestimation of its long-term effects, drawing parallels to the current AI boom. They analyze China's competitive strategies, emphasizing their approach to fostering competition and innovation, and debate the implications for U.S. policy. The conversation also covers the importance of attracting and retaining global talent, concerns over data walls and access in AI, and potential market impacts of trade policies and economic measures.
