Sonny Madra, every mention

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 30 mentions

• ▶ 1:36 Brad Gerstner We have our good friend, Sonny Madra, the CEO of Grok joining from, I don't know, Sonny, it looks like some fancy hotel in Saudi Arabia in the middle of the night. 6 times in the scene
• ▶ 5:25 Brad Gerstner But Sonny, you tweeted, and one of the reasons I wanted to get you on the pod this week is you tweeted, you know, that the, all of these open source models are really coming together in China.
• ▶ 14:40 Brad Gerstner First, Sonny, maybe you start.
• ▶ 15:51 Brad Gerstner Is that you, you know, to Sonny's point, you can get 90% of the intelligence, right, for 10 or 20% of the cost. 2 times in the scene
• ▶ 19:39 Bill Gurley I wouldn't be shocked if you see other new entrants pop up that are trying to be, um, like sanctioned or, or, or, you know, cleaned, you know, use Red Hat as an example, Sonny, uh, version of these things, because I think if you start with…
• ▶ 20:29 Brad Gerstner Sonny, what would they have to do? 3 times in the scene
• ▶ 23:28 Brad Gerstner This is, I think, a really important point I want to come back to, Sonny, is that you're seeing massive demand for these Chinese open source models today, precisely because 2 times in the scene
• ▶ 26:29 Brad Gerstner While, while we have you, Sonny, um, you know, there's really just been this explosion in the compute arms race, right?
• ▶ 33:06 Brad Gerstner It says, Sonny, Sonny, do you see, um, you know, going back to the well-worn cliche that every glut or that every shortage ultimately ends in a glut?
• ▶ 34:59 Bill Gurley And, you know, you and I, Sunny, we had a previous discussion about the unlimited pricing, and inference has variable costs, so is that even sustainable, right? 2 times in the scene
• ▶ 37:21 Brad Gerstner But it was, and, and I think that's why Grock and Cerebris are doing so well, but Sonny, give us, give us an, you know, an example.
• ▶ 43:52 Brad Gerstner Uh, Sonny, back to your question about the TPU and the advantage of that vertical integration, um, you know, to, to Google. 2 times in the scene
• ▶ 47:06 Brad Gerstner Sonny, hopefully we can keep you on here for a bit.
• ▶ 1:03:42 Brad Gerstner Sonny's going to raise a huge new round here. 6 times in the scene