China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
Bg2 Pod · 64:21
Chinese open-source models are compounding so fast—via shared weights, distillation, and a looser IP stance—that Groq COO Sunny Madra argues they could match or pass top U.S. proprietary models by Q4, while enterprise...