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All-In with Chamath, Jason, Sacks & Friedberg

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

2553.32 - 2579.612 Chamath Palihapitiya

The 20,000 GPU cluster at call it say 20 to 30,000 is between four and 600 million of cost. And if they get 60% of it financed, I hope they did, that still leaves 40% that they would have had to pay for, which you're still talking about $100 million plus. And so then the real question is, can they get enough equity back to make that $100 million investment worthwhile.

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