All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Chamath Palihapitiya
So independent of the quality of these companies, because I think these companies are exceptional businesses, I do think you've just had too much concentration. And I think it is a setup to retrade and give back. And in that, it could even be 10%. But 10% in the MAG-8 will be a couple trillion bucks. And so on an absolute dollar basis. One or two percent would be a lot.
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