The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

Gavin Baker rejoins the conversation, diving into NVIDIA's financial landscape and the implications of CoreWeave's IPO. The episode explores the resurgence of M&A and IPO activities, and the competitive landscape between the US and China in AI development. Discussion touches on China's efforts to develop its own NVIDIA-like capabilities. The team also examines the current administration's tariff strategies and potential outcomes. SignalGate is analyzed for its context and repercussions, followed by a discussion on El Salvador's deportation policies. The episode provides a comprehensive look at these pressing economic and geopolitical issues.