Tencent

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 22, 2025 by Brad Gerstner · said 4 times in 2 episodes since 2025 · across every show →

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brought up most by Bill Gurley (3), Brad Gerstner (1)

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Everything said about Tencent, oldest first

May 22, 2025 positive
Opinion
Gerstner: The US should sell AI chips to China to protect the CUDA ecosystem
“Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei ecosystem and benefit the C…”
Brad Gerstner May 22, 2025 ▶ 29:59 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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