Gurley argues deglobalization is highly inflationary and makes US companies less competitive, not more.
“Like, this is just, you know, deglobalization, highly inflationary, and will make our companies less competitive, not more.”
Gurley explains AI memory requires retraining models per person, creating an economically unsustainable structural problem.
“And of course that makes no sense economically. So it's actually a huge structural problem. There are complaints, you know, in Reddit about Character AI on this front.”