All-In with Chamath, Jason, Sacks & Friedberg
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
David Sacks
So I think you can make the case that NVIDIA has a much better moat than Cisco. And just by the way, on this Cisco comparison, just to finish the thought, people were making this comparison six months ago. And what's happened since then? NVIDIA's had two blowout quarters. And the competitors don't seem to be that much closer, maybe a little bit closer. But so...
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