All-In with Chamath, Jason, Sacks & Friedberg
Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
Chamath
It's just less real, quite frankly, and a lot of those companies are retrenching and have issues. So a mark now, it just means something different than a mark then. But look, just so we're not totally beating up on VC, you remember that in this bubble period of September 2021, everybody thought that this party would just continue forever.
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