The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
3Description
(0:00 ) The Besties welcome Gavin Baker back on the show!
(1:20 ) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back
(16:22 ) US vs China in AI: Manus, China building its own Nvidia, and more
(28:37 ) The Administration's endgame for tariffs
(53:05 ) Signalgate: context and fallout
(1:09:42 ) El Salvador deportations
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Referenced in the show:
https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25
https://modelcontextprotocol.io/introduction
https://www.youtube.com/watch?v=A8wJc7vHcTs
https://x.com/JohnArnoldFndtn/status/1905296181208416744
https://x.com/chamath/status/1904547884877701610
https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador
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