All-In with Chamath, Jason, Sacks & Friedberg
DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
David Friedberg
And that's where the moat will lie. And that moat will allow you to actually build better products that get you a more persistent advantage in gathering more data. That's ultimately where I think this resolves to. It may not necessarily be about who's got the biggest data center network.
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