Bg2 Pod
@bg2pod
Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
ID: 1745181124945682432
https://www.bg2pod.com/ 10-01-2024 20:30:11
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๐ฅ๐ฅfrom Brad Gerstner
As discussed on pod - NVDA chip ban has already accelerated Chinaโs push behind the Huawei Ascend 920 & a massive open source model ecosystem. China already has frontier AI - the question is whether the US is going to compete. Bill Gurley
The Invest America Act - part of the BBB expected to pass in July. 38 M kids (born after Dec 31, 2016) will immediately be eligible & all kids born after Dec 31, 2024 will be seeded with a $1000 acct in the S&P 500. A natl 401k from birth - getting all kids in the game! ๐บ๐ธ๐บ๐ธ
On $META buying ScaleAI. Brad Gerstner