All-In with Chamath, Jason, Sacks & Friedberg
GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
David Friedberg
and try to figure out what the net effect will be of having better AI-driven one-box and snippets. And my guess is that's why there's a lot of buying activity happening in the stock right now. And I think they're probably all missing, to Moff's point, a lot of these call options, like isomorphic labs. I can tell you Meta and Amazon- Waymo.
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