All-In with Chamath, Jason, Sacks & Friedberg
Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO
Chamath Palihapitiya
And in all of that, the reality is that it's going to be very hard for these big folks to sort of see this value capture that makes any of this investment worthwhile. So I think that you're going to have to have some sort of reset in terms of the CapEx that's happened here.
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