In this co-hosted podcast, Brad Gerstner and Bill Gurley discuss a range of topics including AI development, strategic shifts in the tech industry, and the competitive landscape with China. They analyze the potential for data walls being erected by companies like Salesforce and the implications for AI training. They also explore China's industrial policies, particularly its approach to fostering competition and innovation, and debate the US's response, including immigration policies and trade relations. Additionally, they examine the rare earth element trade dynamics between the US and China, proposing potential solutions involving AI chip access. Finally, they touch on market trends, the Delaware situation, and corporate governance issues related to proxy advisors.
