All-In with Chamath, Jason, Sacks & Friedberg
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
David Friedberg
around the maturation of the revenue and the margin structure and all that stuff as long as the trend line is right and you're willing to be patient to hold your investment. I think Druckenmiller's point is incredible. He took a look, he very quickly made a macro assessment. From a macro perspective, what Millais is doing
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