NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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If we impose high structural tariffs and if we allow this crazy Biden era diffusion rule to stay in place, which makes it hard for us to export our chips, I I literally think it's unilaterally disarming America in the race to AI. Yeah. I I think it's a very bad decision.
And positive to Huawei. Right? Like, huge Correct. It's
gonna lead to it's gonna lead to a Huawei belt and road. Bill, it's good to see you. Good
to see you, Brad. As you you can see, I'm wearing the, Florida Gator hat here as we kick off March Madness. My I'm very fortunate that the, the school that I went to and the team that I rode the bench for is, at the top of the heap. We've got, we're we're we're the fourth seed according to the NCAA, but in Vegas, we're number one on championship odds. So it's a
Oh, really?
It's an incredible team, a great young coach, super deep, talented all the way down, four bigs that are all legitimate, incredible guard play, unselfish. I give them a good shot. So
do you have them do you have them winning at all?
In my in my bracket, yes. I mean, yes. But that that there's some bias. I will admit there's some bias in there.
Can you tell us who else is in the championship game? I'd
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