All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Chamath Palihapitiya
And the group that will be the most price sensitive are exactly who you said, Gavin, meaning the non-trophy buyers. So when I bought into the Warriors, I bought it purely as a trophy asset, and I was price insensitive. But I agree with you that now that you have the PE firms on the cap tables of these sports franchises, Those folks are all DCFs. Those folks are all Excel models.
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