DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
Bg2 Pod · 74:07
Brad Gerstner and Bill Gurley argue that DeepSeek R1 is a real innovation and a big win for open source, though China's compute disadvantage will widen from here. They see Trump's tariffs and DOGE's spending cuts as p...