Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

[@relentless-io]

Switched over from All-In … business focus is what we wanted!

[@amarabdelli]

Unfortunately, JCal is out of control.

[@officialehpodcast]

Great episode with a strong focus on both business and technology. The discussion offered valuable insights which is highly informative

[@-crypt0]

This pod is criminally underrated..❤

[@Dasein031]

Best show in biz!

[@sirus312]

This just destroyed All In. A new King is born!

[@KK-pm7ud]

Sacks leaving kind of destroyed itself

[@rowland5951]

Fuck all in

[@omarfabian5345]

Without All-in Trump doesn’t win .. without Sacks AI is in trouble. Both Pod are great. Coexist is necessary.

[@michaelholmes8848]

Comparisons are low intelligence

[@mtor9452]

you mean the poltical pod that sometimes covers tech lol

[@yosh7479]

I look forward to each installment! So informative. Keep up the great work. Thanks so much

[@Michael-bi2wv]

One of your better shows. Thanks guys

[@SanthoshDevati]

This episode is EPIC!!! Huge fan of you both.

[@stevenpcopley]

Great show guys.

[@KK-pm7ud]

The hits keep coming

[@cortlandbrigham4567]

Love the commentary so fast off the announcement 💪🏻

[@stuartwoolmington]

Another great show 🎉Thanks

[@enRod.]

Great EP guys🎉

[@mobeck]

Great podcast fellas.

[@jinliang6720]

Great show

[@tunesafari8952]

So good, thanks!

[@pin65371]

Alberta Canada has around $100 billion worth of data centers being planned right now. The biggest one they already secured the funding. The thing with Alberta is natural gas is basically free and its cold though. Right now I'm seeing around 12 GW that has been announced the past few months.

[@theskydebreuil]

We just need to elect some better leaders and we are back 🇨🇦

[@pin65371]

@@theskydebreuil yup... Trump keeps on saying the US doesnt need Canada. He is wrong. Canada doesnt really need the US. We just need a change of attitude in Canada and have governments that get out of our way. The world needs what we have. Our problem is the current government has the wrong priorities. Virtue signaling is more important than success.

[@jasonchen-alienroid]

On resourceful... I would like to share a story. Part of my career was bios/embedded system engineer that developed into smartphone architect. Back when I worked in Taiwan, we only took out JTAG Debugger when 'American' customers were around. The company literary had 2 JTAG debuggers that were never used. What did we use? literary buy 4 wires, a connector on one end and it connects to serial port. It cost like $0.25 for that as to a Lauterbach JTAG Debugger that cost $900.

[@HighResGlassPics]

Every young adult should be mandated to watch this podcast. 🚀

[@mfu9943]

The question on the Corporate structure of Stargate is right on. If it's just a loosely organized Project team, don't think it will be sustainable.

[@danieldemissie]

Please add chapters

[@kevinkalappurayil]

Can we please put chapters to your videos?

[@teddy.rose.88]

Is the name STARGATE coincidence ? It was the program name for the CIAs remote viewing program that purported to finding monuments on Mars etc. They are fully prepping behind the scenes for UAP disclosure and I believe this is inseparably tied to AI ( I imagine that the most likely explanation for some of the UAP is some form of AI from elsewhere, physically &/or temporally)

[@litchips]

White House is the new PR Newswire, where companies go to announce whatever they were doing anyways.

[@charlescole-p9v]

There are Redox batteries that could be up & running within a month.

[@peterbsims]

49:57 - deep; and, important to remember this phenomena. "Constraints can drive innovation".

[@harishtad]

let's goooooooooooo!

[@shuriken4852]

Couple of questions here: - Has anybody except xAI figure how to break through the 32k GPUs limit, as I don't remember hearing anything about that, plus from what I understand xAI is using proprietary network tech from Tesla's Dojo. - Also it seems to me that OpenAI's biggest issue is not compute, but the fact that they do not have a huge real time data pipe, like xAI with X, Google & Meta with all their services, etc.

[@jasonchen-alienroid]

I totally agree with Brad's 2 most important things to address, race in AI and national debt. Bond market doesn't believe and Bond traders are considered 'smart' relative to stock/option traders.... but we got Elon.... :D

[@DailyDouble123]

"no one's more prone to risk than masa" everyone should use masa as exit liquidity, the ultimate FOMO king

[@Dev-hawk-north]

No crypto talk? I was hoping for analysis on the inauguration preacher's meme coin.

[@FuzzyWuzzy01]

Sounds as though the Tech Bros are reaching for immortality via AI. Not for us commoners of course. They'll be disappointed. Same liver, different eagles.

[@michaelholmes8848]

Awww poor loser

[@prao4603]

where's one of those chapterize AI bot comments when you need em

[@johnoestmannmusic]

Words aside, actions speak loudly: the US is currently building AI controlled by the US gov. China has built competitive AI and released it to the world.

[@sanesanyo]

Exactly, despite the constant China rhetoric Open AI has been consistently Closed AI and a Chinese company continues to open source state of the art models. I ain't buying this China bad and US good rhetoric, thus believe in a more nuanced view.

[@ToniHedgesDonnet]

Now that bitcoin etf is approved, What is the best strategy to enter crypto trading for someone with more or less than $5,000 to invest?

[@dagame614]

I've followed many traders over the years, but none have been as consistently accurate as Melanie Ann Karnavas. She's truly in an inspiration to us all.

[@ToniHedgesDonnet]

Please educate me. I've come across this name before. Now I am interested. How can I reach her?

[@Vlad-ei3bs]

The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional, but it's very advisable that you make use of professional

[@Kelvin-rw4kb]

I started my trade int with $7,623, and in the space of one month I got credited with $35,000. It remains my biggest win.

[@OwenMaureen]

Her platform is wonderful, and her services are exceptional

[@theskydebreuil]

Waiting for the AI-pocalypse or heaven 😁

[@estyx64]

I think $NRG is the player that will serve Stargate

[@KK-pm7ud]

The message is, America get back to work.

[@russellmm]

2nd term Brad :)

[@huhsaywhat]

So if SoftBank and other companies can’t even foot a fraction of the bill, is the average American going to end up paying for this?

[@Wablestomp2]

No but even if that were the case it is likely a huge net gain for civilizational wealth imo

[@Dev-hawk-north]

More handouts to the tech oligarchy. Funny to see all the free market libertarians types okay with government money when they get the check.

[@lutjenlee]

satya is good for $80b tho

[@kamiabayani]

This is the new All-In so done with thats shit

[@HappyMathDad]

This is all very interesting. Makes Trump look good for once. Unfortunately he can't help himself in so many other matters.

[@michae1601]

Trump can throw his coin in with his new billions.

[@okkomp]

Pronounced doggy, not douche or dozj

[@earleyelisha]

Pyramids of Giza

[@anand13]

Trump 2028!

[@oghowie]

Crickets on the Trump pump and dump.

[@sooma-ai]

Bill Gurley and Brad Gerstner discuss Stargate, AI developments, ARM Holdings with CEO Rene Haas, Trump's executive orders, AI legislation, US debt, TikTok, and tech trends. They explore the impact of these topics on technology, markets, and investing.

[@alexzick]

First comment

[@michaelholmes8848]

What an achievement 🙄