Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

2250.564 - 2269.773 Chamath Palihapitiya

Now, if I look inside of compute and look at the adjacent categories, they're not going to all of a sudden start a competitor to TikTok or a social network. But if you look at the multi-hundred billion revenue businesses that are adjacent to the markets that Nvidia enables, the most obvious one is the hyperscalers, which are multi-hundred billion dollar revenue businesses.