The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
🤖 AI Summary
In this episode of the podcast, the hosts discuss a range of topics including Nvidia's financial performance, the upcoming CoreWeave IPO, and the implications of U.S.-China competition in AI technology. They delve into the recent deportations of alleged gang members to a notorious prison in El Salvador under the Alien Enemies Act, raising concerns about due process and the potential for wrongful deportations. The conversation highlights the balance between public safety and human rights, emphasizing the need for careful execution of policies to avoid mistakes that could undermine the administration's broader goals. The hosts also critique the administration's communication strategies, particularly in light of the controversial SignalGate incident, where sensitive information was inadvertently shared with a journalist. Overall, the episode reflects on the complexities of governance, the importance of accountability, and the potential consequences of policy decisions on both domestic and international fronts.
AI-generated content may not be accurate or complete and should not be relied upon as a sole source of truth.
📋 Episode Description
(0:00) The Besties welcome Gavin Baker back on the show!
(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back
(16:22) US vs China in AI: Manus, China building its own Nvidia, and more
(28:37) The Administration's endgame for tariffs
(53:05) Signalgate: context and fallout
(1:09:42) El Salvador deportations
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