Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

Almost everyone in the AI space that I see with a microphone in front of them

says the US has to win the AI war. Yeah. I don't know what that means. And if if

I guess as to what it means, I don't think it's possible. Right. And so because it's an infinite game. It's an

infinite game. And no one that I talked to would argue we're going to somehow

prohibit them from moving forward in AI. Let's not forget it wasn't that long ago that OpenAI they'll say borrowed or