GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

1223.88 - 1250.187 Chamath Palihapitiya

I wrote this in my annual letter, but there are these phases of growth. And when you look at social networks as a perfect example, Friendster was magical when it was first created, right? And then you had MySpace that just ran circles around them because Friendster didn't really invest the money and the quality that it took to create a moat. And then MySpace really wasn't able to compete.