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
Friedberg
No, I think it's definitely this mini AI bubble deflating a bit. And transactions are, let me get out of some of these high multiple tech stocks that are expected to grow rapidly because of AI and shift more into stable market recovery. Interest rates are going to get cut, type trades that will benefit there. So I think it's just a rebalancing.
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