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Open original source ↗Poker night pod drop. M&A on fire, AI model economics, China, market uncertainty - we chop it all up. 💥🫡
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BG2. NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT 👊💥@altcap @bgurley (00:00) Intro (02:21) Market Uncertainty (07:28) Globalism and Tariff Policies (25:07) $GOOG Acquisition of Wiz + M&A Environment (40:33) $NVDA Market Position (55:37) Government Regulations & Impact on AI (1:04:45) Consumer AI Demand (1:10:33) AI Unit Economics
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