The Unbundlers - HOTPOD.AI

Hot takes - Bill Gurley on BG2 podcast 5/22/2025


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Oliver and Victoria break down Bill Gurley on BG2 podcast (5/22/2025).


đŸ”¥ Topics we cover:


How Silicon Valley's China hawks almost handed the Middle East to Beijing

Delaware's $345 million lawyer bonanza (from just 9 Tesla shares!)

Why Chinese AI companies are going open source while we build walls

The "Invest America" plan: $1000 for every newborn = 30-year capitalism transformation

50% of US AI researchers are Chinese—and we're pushing them away

5 gigawatts in the UAE: When oil wealth becomes token wealth

The "China Hawk Industrial Complex" and how your portfolio shapes your worldview

Stablecoins as the secret weapon for US debt dominance

Why "deceleration vs acceleration" is the real battle for America's future

Scott Bessent's grown-up economics vs. 800 billion in economic disaster tariffs

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