All-In with Chamath, Jason, Sacks & Friedberg
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
David Sacks
It's also a crazy, conflicted bet too, because NVIDIA was using these chips in the same fashion. They were using allocations to get investment allocations in companies and then paying them off. So now you have Andreessen buying them from NVIDIA. It's also convoluted. Amazon was doing this as well with AWS, giving credits, et cetera. So tried and true strategy, but very strange.
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