20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE

3154.401 - 3175.284 Jeff Wang

That's gonna attract incremental competition. Are these really great sustainable businesses with deep moats? I think they're okay businesses. I think the stocks may work over the next two years, but in year two or three, do I still want to own them? And I just want to think about these things as a long-term investor. I don't want to be trading in and out of stocks as quickly as I can.