All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Jason Calacanis
What a great episode so far. All right. Worst performing asset. Last year, Chamath said, late stage tech stock index, mostly SaaS. Freeberg, you put into brilliant spread trade, short vertical SaaS, long AI cloud providers. SaaS has had a little bit of a rebound, but Google up 36% for AI cloud, Microsoft 14%, Amazon 46% all in 2024. I said...
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