All-In with Chamath, Jason, Sacks & Friedberg
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
Chamath Palihapitiya
Look at a company like Royalty Pharma. So Royalty Pharma, it's a phenomenal business run by a phenomenal entrepreneur, Pablo Lagareta. But what is that business? That's buying 2% and 3% royalties of drugs at work. And you can see how much value that those guys have created, which is essentially 90% EBITDA margin business.
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