All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
Travis Kalanick
In the Uber model, the war was subsidizing rides for market share, essentially being the wrapper for transportation and using the parlance we were using earlier in this discussion. So it was necessary. You're screwed if you don't. The question is, do you get to this place of overcapitalized, too big, too bureaucratic, too loose, too weak, too soft?
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