up next, star investor benchmark's bill gurley standing by for an exclusive interview. we get his take on this week's big i announcement, the drama between elon musk and sam altman. big earnings next week. all things tech with mr. gurley next. >> powering sustainable growth in a changing world. powering financial solutions that transform industries. powering innovation with access to capital. powering critical decisions with precise data and insights. powering seamless execution in evolving markets. we deliver our entire global bank to power new possibilities bank to power new possibilities for you. ok guys, instead of getting weathertech, i saved a few bucks and got some cheap, foreign made floor mats. but they really stink, so put these on. ♪♪ really, gary? mom, i'm thirsty. don't settle for cheap, stinky floor mats. at weathertech we make our floorliners and cargo liners here in america, out of pure non-toxic american materials. dad, next time get weathertech. they don't stink! i'm on it. find out everything we have at wt.com. marcos. real big 30% off pizza. deal with

with megacap earnings on deck and looming large, we'll ask super investor bill gurley, who stands tok and sam altman. he'll join me momentarily in a cnbc exclusive interview. in the meantime, the scorecard with 60 to go in the week looks like this lower across the board. a little bit of a holding pattern, i think you could say ahead

dee, i know you heard our conversation with bill gurley last week. i want you to listen to what he said. he singled out your reporting, by the way, on this whole issue. but listen to what he said about open source and what it may all mean now. >> the open source. >> performance is right there now. and i don't think you can put the cat back in the bag. we may be moving from performance at all costs to the optimization. >> phase of ai, and. >> we will at some point in the future, even if it's not today. and that may mean that there are different. companies that are doing different things. it could be positive for open source. it could be positive for these inference clouds that are working on super high performance inference. it could be positive for non-gpu startups like grok or cerebras, or even. google's tpu or amazon's trainium. all those things could. >> be better. >> positioned in an optimization phase than maybe they were in. in the build out phase. >> your reaction. >> to gurley dee and also the fact that it's not lost on anybody today that met

bill. >> gurley two fascinating investors. >> you got satya nadella. >> the ceo. >> of microsoft on the pod. >> you asked. >> him directly are you. >> still chip constrained. yes he said. >> no i am power constrained. that to me guy and i were talking about it. >> on our podcast. >> go follow it on the podcast store. >> there are people. >> i know i know well. >> get out of. >> your system. no. >> but we were talking about it at the time and like, this is one of the largest. companies. early beneficiary, you know, investment in open ai two years ago, that sort of thing. and they're not chip constrained anymore. >> well, i think parse. >> the words. yeah. he said i'm power constrained. and what. >> that meant is. >> that he's more power constrained than he. >> is chip constrained. trust me, all. >> of these major companies. >> are still. >> chip constrained. >> there is a fight, the. biggest challenge. >> jensen has. and he said it. >> on our podcast is he all these guys get angry. >> with him. >> and now. >> stargate comes along. we forecast it on our. >> pod that if. >> they build a $100 b