All-In with Chamath, Jason, Sacks & Friedberg
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
Chamath Palihapitiya
So Chamath, I know you've talked a lot about this in the past. Maybe you can give us your read on the comments that were made this week. You've historically said that a lot of this build out is well ahead and there's no real ROI yet. But clearly some of the buyers of this capital equipment are saying, hey, there is ROI. We're going to continue to build aggressively.
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