All-In with Chamath, Jason, Sacks & Friedberg
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
Jason Calacanis
Well, a lot of the boom is driven by these AI stocks, notably NVIDIA. I mean, if you take out the AI stocks, I'm not sure the market is up, or maybe it's up a little bit. I mean, a huge part of the gain is from these, I don't know, top five, top seven tech stocks. Is it a bubble? I think that's going a little too far. I mean, I personally think the AI wave is real.
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