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All-In with Chamath, Jason, Sacks & Friedberg

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

1319.35 - 1340.37 Chamath Palihapitiya

And the reason is the sharps know that NVIDIA cannot do inference. And so I think that's why the stock is down this much. And I think it's important for people who care about AI, but also may traffic in NVIDIA to understand why the sharps think that. And I think several of us have tried to explain it now for the last couple of weeks, but it is miscast. And so you're overspending.

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