All-In with Chamath, Jason, Sacks & Friedberg
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
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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