China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner

The podcast features Brad Gerstner, Bill Gurley, and Sunny Madhra discussing recent developments in AI, particularly the rise of open-source models from China and their potential impact on U.S. companies like OpenAI and Anthropic. They analyze the competitive dynamics between Chinese and American AI development, the role of open-source initiatives, and the implications of AI compute demand. The conversation shifts to global trade, tariffs, and the potential for a significant deal with China, assessing the economic impacts and investment opportunities arising from these shifts. Gerstner shares his bullish outlook on the U.S. markets, driven by AI advancements and strategic trade realignments.