All-In with Chamath, Jason, Sacks & Friedberg
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
Chamath Palihapitiya
The reality is that the best AI-enabled company will probably have margins that are 70% and 80% in the next 15 or 20 years. Now, that's an incredible thing. That's a big prediction. But that will, again, spur the principal law of capitalism that everybody keeps forgetting, which is you compete out excess return.
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