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All-In with Chamath, Jason, Sacks & Friedberg

2025 Predictions with bestie Gavin Baker

2900.075 - 2924.009 Chamath Palihapitiya

But I think this is going to touch like the European OEMs are in real trouble. You know, what does Volkswagen do? It's not clear. What does Stellantis do? It's not clear. These are all businesses that are effectively melting icebergs. And so, you know, typically melting iceberg businesses, when they get put under pressure from smart investors like Gavin and his ilk, they're forced to merge.

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