All-In with Chamath, Jason, Sacks & Friedberg
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
David Friedberg
I think the Optimus has the highest alpha, but the highest beta. So, you know, more upside than anything else. Just unclear how... You get there, what the path is and the capital requirements. And I think there's going to be a lot of commoditization in this space. But the ride sharing is built in. It's low beta and significant alpha.
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