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36:41Are Tariffs Fueling the AI Race? | Deep Dives with a16za16z Deep Dives · 2026-03-18Jacob Helberg outlines America’s AI race strategy: superior models, market share, secure supply chains, and tariffs.↪ 提到於 15:03
18:10Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off ProblemAll-In Podcast · 2026-09-17Brad Gerstner says AI is no bubble, but Anthropic revenue and 2026 compute buildout decide whether markets reach liftoff.↪ 提到於 9:00