Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell  to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!

(00:00) Intro

(4:13) Lessons from the 90’s at Dell

(8:37) Invest America Act Signed Into Law

(27:12) Government Spending and Budget Deficit

(36:05) The AI Talent War 

(46:25) AI's Role in Economic Growth and Productivity

(53:42) AI Compute–Explosion in Demand

(1:03:53) Market Check

Show Notes:

Produced by Benny Beausoleil

Music by Yung Spielberg

Available on Apple, Spotify, www.bg2pod.com

Follow:

Brad Gerstner @altcap

Bill Gurley @bgurley

BG2 Pod @bg2pod

Michael Dell @MichaelDell