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1505.851 - 1531.428 Chamath Palihapitiya

what you actually saw was a dislocated stock price. What you saw was a plan that by and large, he's been executing on at a strategic level. Underneath, there's the vicissitudes. What are the vicissitudes? Sometimes you overhire, you need to trim some fat. Sometimes you overspend on CapEx. Now, he spent about a billion of CapEx's quarter on AI infrastructure, so H100s for training.