All-In with Chamath, Jason, Sacks & Friedberg
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
Chamath Palihapitiya
You cannot spend this kind of money and show no incremental revenue potential. So while this is incredible for NVIDIA, the chicken is coming home to roost. Because if you do not start seeing revenue flow to the bottom line of these companies that are spending $26 billion a quarter, the market cap of NVIDIA is not what the market cap of NVIDIA should be.
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