All-In with Chamath, Jason, Sacks & Friedberg
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
Chamath Palihapitiya
And so while you will have many companies that have 60-plus percent operating margins, they'll be in much smaller markets. And there'll be thousands and thousands and thousands of them. So I suspect what happens is that the overall market grows, but the number of companies grows by an even larger order of magnitude.
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