Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

316.795 - 351.501 Jason Calacanis

I actually wonder whether this deal would have had more probability of happening had the whole AT&T snowflake leak not happened. Because I think that when you have moments like this, there's a non-trivial possibility that it supercharges sales even more. I think the reality is that if you're a hyperscaler, so if you're Amazon or Google or Microsoft, your business is pretty fragile and brittle if