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Open-source bi-weekly conversations with Brad Gerstner and Bill Gurley on technology, markets, investing, and capitalism.
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NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2
Jensen raised NVIDIA’s AI data-center TAM to $1 trillion annually by 2028, while Bill warned that slower pre-training and customer depreciation cycles challenge the bullish narrative.April 2 tariffs and the Biden diffusion rule remain the major catalysts, with export controls already strengthening Huawei and China’s vertically integrated chip supply chain; AI unit economics could bring broader resets.