All-In with Chamath, Jason, Sacks & Friedberg
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
David Sacks
And then you have the data center facilities being built and the cost to operate those implied data center AI spend, and then of course, your software margin concept, he also thinks that the GPU shortage already peaked last year, we'll get to that later. On June 25th, a couple of weeks ago, Goldman published a 31-page report called Gen AI, Too Much Spend, Too Little Benefit.
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