BG2Pod with Brad Gerstner and Bill Gurley

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

Jul 10, 2025 · 1 hr 18 min · Episode 34 · 75.4 MB

0:00-1:18:35

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Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Michael Dell to discuss the Invest America Act, lessons learned from the 90’s, government spending, budget deficit, the AI talent war, AI's Role in Economic Growth and Productivity, the explosion in AI compute and demand, the markets, and more. Enjoy another episode of BG2!

Timestamps:

(00:00) Intro

(4:13) Lessons from the 90’s at Dell

(8:37) Invest America Act Signed Into Law

(27:12) Government Spending and Budget Deficit

(36:05) The AI Talent War

(46:25) AI's Role in Economic Growth and Productivity

(53:42) AI Compute–Explosion in Demand

(1:03:53) Market Check

Show Notes:

Invest America

Next Gen Personal Finance