All-In with Chamath, Jason, Sacks & Friedberg
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
David Sacks
And he generously assumes Google, Microsoft, Apple, Meta, Tesla, and others will generate $100 billion annually combined. That's pretty generous. And that still leaves a $500 billion hole. Here's the NVIDIA data center run rate revenue, as you can see, q4 of 2023 50 billion, and now 150 billion.
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