All-In with Chamath, Jason, Sacks & Friedberg
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
David Friedberg
And so I think that we're still dealing with the capital hangover from Zerp and the fact that there's a dearth of areas to invest for real growth that has allowed the AI bubble to kind of grow as quickly as it has. And now, as Chamath points out, we are kind of rationalizing that back. And I do think that there's going to be a reset.
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