All-In with Chamath, Jason, Sacks & Friedberg
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
David Friedberg
They had a very diverse set of products that were selling through an enterprise channel, further up the value stack, and a pretty distributed customer base, no serious concentration. Even though they did sell a lot into data centers, they were also selling to telcos, they were selling to enterprises, they were selling to governments, and so on.
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