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All-In with Chamath, Jason, Sacks & Friedberg

2025 Predictions with bestie Gavin Baker

4754.203 - 4771.492 David Friedberg

And it's going to be one of the motivators for them to do a deal. So when you put all of this together, I do think that there's a lot of Chinese tech companies that have been beat up under the assumption that this is going to be a very difficult conflict with the US in the years ahead. And I think that that may not be the case. going into 25. And I think that these stocks are pretty cheap.

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