All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Gavin Baker
I would rather not talk about specific positions. I would just say I agree 100% with Chamath. All right, there you go. They're gonna lose their Chinese business, because they don't make competitive products anymore. If there's not massive protectionism, and we're seeing signs of that, they'll be caught between Tesla and the Chinese OEMs.
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