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

15% on all goods coming from Europe, 0% on US goods going to Europe. So an

opening up of Europe markets, paying us 15% and on top of that getting commitments like $750 billion, almost a

trillion dollars of energy purchases from the US. Or look at Japan, which they announced last week, another huge

market. Again, similar. They're going to pay tariffs to the United States. No

tariffs imposed on the United States. and they're going to invest $550 billion