Semiconductor Tariffs

topic on 1 show · 1 statements across 1 episodes

BG2 Pod

1 statements about Semiconductor Tariffs, every show

BG2 Prediction Not checkable as stated
Gerstner: Semiconductor tariffs will slow US AI research and hurt tech leadership
“So that would be a tax on, on the NVIDIAs and AMDs and others, and it would be a tax on Meta and Amazon and all the folks that would have to pay that tax, which likely means that you get less chips purchased and less AI research, right? So if our number one go…”
Brad Gerstner Feb 5, 2025 ▶ 47:52 DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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