All-In with Chamath, Jason, Sacks & Friedberg
2025 Predictions with bestie Gavin Baker
Jason Calacanis
I think legacy car companies and real estate are going to face continued headwinds and be terrible assets because, listen, we've overbuilt in some cases, there's tons of cars on lots, and people can't afford homes with these mortgages. So I think these are going to be the two worst performing asset people in the legacy OEMs, as Chamath pointed out in a previous prediction.
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