Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

1630.613 - 1653.828 Chamath Palihapitiya

If you have a defined scope, though, The implementation costs are not nearly what needs the level of spend to support. So there's just a big mismatch. Second is that we have a huge problem with NVIDIA, and I'll just kind of say the quiet part out loud, which is you can't spend this kind of money to have technology lock in to one hardware vendor. And that makes no sense.