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 $750,000,000,000, 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 $550,000,000,000 into The US in a way the president gets to direct. So I would I I I would I just think we need to give the president credit where credit is due. Everybody said this was gonna lead to retaliation, to trade wars, was gonna be disastrous for The US, and all we've seen so far is deals, deals, deals, deals. And I have to say, if this was the CEO of one of our companies right? Let's say we had a board meeting at the start of the year and he outlined these plans and we said, hey. We're really nervous about this. You know, this is a high risk, high reward strategy. It's either gonna backfire and we're gonna fire you, or it's gonna work really well and we give you a bonus. If we're measuring them halfway through the year, I would say that he's in line for a bonus. Alright. The summer pods back in action. Good to see you guys. We have our good friend, Sonny Madra, the COO of Grok joining from I don't know. Sonny, it looks like some fancy hotel in Saudi Arabia in the middle of the night. Good to see you. You picked it up. You have a good you have a good eye for The Middle East. And, Bill Bill, you got off your boat catching bluefin tuna. You're, you you look like you're in some office somewhere. So I am. Good to see you. I am, borrowing Mitch Lasky's incredible podcast setup in in our Woodside office with the Oh, nice. High high def SLR camera. Nice. You're looking you're looking good. I appreciate it. Sonny, of course, our good buddy Sonny is the COO of Grok. I don't know, Sonny. Probably a few 100,000,000 of revenues, maybe doubling year over year. I just saw something. You're rumored to be raising 600,000,000 at a $6,000,000,000 valuation. Maybe that has something to do with you being over in Saudi Arabia. And, of course, you're hosting all the, open source models in in your inference clouds around the world. Is that about right? Yeah. You got you got it right. You touched on all the key points. You know, we don't comment on speculation, but you touched on some good points. Well, it's great to see you in DC last week. You know, our good friend David Sachs is really on a heater. First, it was the crypto summit a a couple weeks ago. Of course, the Genius Act got passed, …