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Open original source ↗Banger pod. Surprise cameo by @renehaas237 CEO Arm who helps break down Stargate. @bgurley 🚀🚀🚀
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BG2. STARGATE - Fact & Fiction; Elon vs. Sam; TikTok, Trump Exec Orders; DOGE; Market Valuations & more. 👊💥@altcap @bgurley Chapters: (00:00) Intro (01:21) Stargate (15:07) Dylan Patel and Semianalysis take on Stargate (17:56) Stargate’s Impact on AI Competitive Landscape (29:03) DeepSeek (32:03) Special Guest Rene Haas (49:46) DeepSeek continued (51:53) Trumps Executive Orders & Regulatory Freeze (54:10) Coordination in AI Legistlation (59:38) US National Debt and Balancing the Budget (1:01:08) TikTok (1:05:48) Tech Check
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