All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
David Friedberg
I'm sort of on the same vein as Gavin. I went with the kind of old defense and aerospace providers, Boeing, Lockheed Martin, Raytheon. Defense 1.0. Driven by kind of China dominance, driven by US defense budgets that I think are going to need to shift towards a more kind of tech-oriented and ROI-driven rationalization and pricing and spend.
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