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All-In with Chamath, Jason, Sacks & Friedberg

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

1778.062 - 1804.618 David Sacks

And I cannot think of... a more fragile business model than the UI layer on top of widely available data. So the problem that Expedia has is the same that Booking and a bunch of these other folks have, which is that the principal heartbeat of the company, flight information and other things, are licensed to them by third parties. And so what they are is a UI and a front door.

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