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All-In with Chamath, Jason, Sacks & Friedberg

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

1541.109 - 1564.754 David Sacks

And frankly, that doesn't count any chips that they might have beyond the $50,000 that they might have obtained in violation of export restrictions that obviously they're not going to admit to. And we just don't know. We don't really know the full extent of what they have. So I just think it's worth pointing that out, that I think that part of the story got overhyped.

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