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

2335.022 - 2359.713 Chamath Palihapitiya

Okay. Like, we've spent a trillion dollars. Let's say that there's four purchasing commits for, let's be generous and say only half that number. So now there's $1.5 trillion. So we're $1.5 billion in the J curve. How much total revenue does the entire AI economy that's established today need to generate to pay that back plus some reasonable rate of return? Revenue at a fair multiple.