All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Chamath Palihapitiya
I think it's small. This is why it's contrarian. But I think it's a risk where if you have a mark-to-market problem, if you have a credit default problem amongst the corporates or amongst enough individual consumers, what I think that happens more than anything else is that it triggers a reserve issue.
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