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

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 (investamerica.org)
Next Gen Personal Finance (ngpf.org)
Play Nice But Win: A CEO's Journey from Founder to Leader (amazon.com/Play-Nice-But-Win-Journey/dp/059308…)
Milken Institute: The Economic Impact of Invest America Accounts (milkeninstitute.org/content-hub/research-and-r…)

Produced by Benny Beausoleil
Music by Yung Spielberg

Available on Apple, Spotify, bg2pod.com

Follow:
Brad Gerstner @altcap (x.com/altcap)
Bill Gurley @bgurley (x.com/bgurley⁠)
BG2 Pod @bg2pod (x.com/BG2Pod⁠)
Michael Dell @MichaelDell (x.com/michaeldell)