All-In with Chamath, Jason, Sacks & Friedberg
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
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Their revenue came in lower than expected. So maybe some softness in the advertising market, which would then correlate with consumers. NVIDIA down 7%, Meta down 6%. Chamath, any thoughts here on what we're saying? You talked a lot about the consumer weakening on an episode about six weeks ago, I believe. So is this just the manifestation of that prediction you made?
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