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Chamath and David Sacks start laughing at Jcal's $AAPL thesis: “I think $AAPL is a screaming buy right now. And that's not financial advice, but my Lord, that company could just run the table on AI if they get this right." “It’s just like the iPhone. Everybody laughed at... show more

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323,451 просмотров • 7 дней назад •via X (Twitter)

Наука и технологии Финансы Новости и политика

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Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B) Thomas Laffont explains: "I've studied Apple basically my whole career." "If you think about their defining competitive advantage, it was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone." "And the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning ... the mobile era." "In AI, they're the opposite. They don't control the silicon, they don't control the underlying models." "And so now they're back to maybe, using a historical analogy, the PC makers who didn't control the OS." "So I think the good news for them is, look, they still have a monopoly on users. They have $3T of market cap to kind of play with." "So I think it's way too early to count them out." "What's the most extreme thing that they could do? Just for intellectual sake, right?" "Buy OpenAI for $500B. I'm just gonna put a crazy thing out there." "So you think, okay, that's the most extreme." "Well, is it even that extreme? And what would Apple's stock do that day?" Chamath Palihapitiya: "Go up." "That's my view too. I actually think it would go up, not down even if they did something like that." "I would love to see them be a little bit more aggressive."

Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B) Thomas Laffont explains: "I've studied Apple basically my whole career." "If you think about their defining competitive advantage, it was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone." "And the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning ... the mobile era." "In AI, they're the opposite. They don't control the silicon, they don't control the underlying models." "And so now they're back to maybe, using a historical analogy, the PC makers who didn't control the OS." "So I think the good news for them is, look, they still have a monopoly on users. They have $3T of market cap to kind of play with." "So I think it's way too early to count them out." "What's the most extreme thing that they could do? Just for intellectual sake, right?" "Buy OpenAI for $500B. I'm just gonna put a crazy thing out there." "So you think, okay, that's the most extreme." "Well, is it even that extreme? And what would Apple's stock do that day?" Chamath Palihapitiya: "Go up." "That's my view too. I actually think it would go up, not down even if they did something like that." "I would love to see them be a little bit more aggressive."

The All-In Podcast

67,295 просмотров • 1 год назад

Tracy McGrady says he stands with Jaylen Brown comments about the refs: “I felt like he’s been targeted this year. So he has a right, you know, to feel that way. If you watch some of the games and some of the calls that’s been called on him versus what we see from other guys. So I stand with him on that. Do I agree with him going to do that right after the game? It’s a different age, man. And how these guys communicate, right? They have their own platforms. They could go on, you know, right after and voice their opinions and views of what they have seen. What they just went through. So, to me it really doesn’t matter. It’s just part of, you know, the society we living in now and the liberty these guys have to be able to voice their opinions on their games and what they just witnessed.” (Via Cousins with Vince Carter & Tracy McGrady)

Tracy McGrady says he stands with Jaylen Brown comments about the refs: “I felt like he’s been targeted this year. So he has a right, you know, to feel that way. If you watch some of the games and some of the calls that’s been called on him versus what we see from other guys. So I stand with him on that. Do I agree with him going to do that right after the game? It’s a different age, man. And how these guys communicate, right? They have their own platforms. They could go on, you know, right after and voice their opinions and views of what they have seen. What they just went through. So, to me it really doesn’t matter. It’s just part of, you know, the society we living in now and the liberty these guys have to be able to voice their opinions on their games and what they just witnessed.” (Via Cousins with Vince Carter & Tracy McGrady)

NBA Courtside

78,485 просмотров • 2 месяцев назад

Chanhyuk: Company doesn’t matter, but it’s about the people you work with. “There’s also something like this. Even though we say we created a “company,” we just used that word because it’s easier for people to understand. But in the end, it’s not really about the company, it’s about the people. Like, who you work with. And what kind of experiences you share with them, that’s what really matters the most. So with these people, whether we go, volunteering or travel somewhere, we always move together as one group. Because if not and later on, when I write and release a song, if we hadn’t shared those experiences, I’d have to explain everything. Like, “I went somewhere and had this kind of experience…” But since we’ve all lived it together, I can just say, “Hey, I wrote this kind of song this time,” and they’ll be like, “Oh, yeah, I get it. I know exactly what that is.” It just makes everything so much faster, right?”

Chanhyuk: Company doesn’t matter, but it’s about the people you work with. “There’s also something like this. Even though we say we created a “company,” we just used that word because it’s easier for people to understand. But in the end, it’s not really about the company, it’s about the people. Like, who you work with. And what kind of experiences you share with them, that’s what really matters the most. So with these people, whether we go, volunteering or travel somewhere, we always move together as one group. Because if not and later on, when I write and release a song, if we hadn’t shared those experiences, I’d have to explain everything. Like, “I went somewhere and had this kind of experience…” But since we’ve all lived it together, I can just say, “Hey, I wrote this kind of song this time,” and they’ll be like, “Oh, yeah, I get it. I know exactly what that is.” It just makes everything so much faster, right?”

akmerch ⚔️

194,141 просмотров • 3 месяцев назад

CNN’s Kasie Hunt pulled up an NBC poll claiming 23% of Americans say the United States is not one of the greatest countries in the world. Scott Jennings saw through the narrative instantly and flipped it on her. JENNINGS: “And if you looked at the splits on that by politics, what would you find?” HUNT: “I don’t have that slide...” JENNINGS: “But if you looked at the splits on how people feel about America, the promise of America, if you look at whether they’re proud of their country or not, Gallup has measured this.” “Republicans and conservatives are proud to be Americans, and it’s Democrats and liberals who are not.” “And I think if you looked at the splits in that, you’d find...the lines on the graph going this way.” “I think there’s a political movement in this country right now built on telling people that America is rotten at its core.” “And it’s not the Republican ideology.”

CNN’s Kasie Hunt pulled up an NBC poll claiming 23% of Americans say the United States is not one of the greatest countries in the world. Scott Jennings saw through the narrative instantly and flipped it on her. JENNINGS: “And if you looked at the splits on that by politics, what would you find?” HUNT: “I don’t have that slide...” JENNINGS: “But if you looked at the splits on how people feel about America, the promise of America, if you look at whether they’re proud of their country or not, Gallup has measured this.” “Republicans and conservatives are proud to be Americans, and it’s Democrats and liberals who are not.” “And I think if you looked at the splits in that, you’d find...the lines on the graph going this way.” “I think there’s a political movement in this country right now built on telling people that America is rotten at its core.” “And it’s not the Republican ideology.”

Dralone&_DR145

983,030 просмотров • 2 месяцев назад

CNN’s Kasie Hunt pulled up an NBC poll claiming 23% of Americans say the United States is not one of the greatest countries in the world. Scott Jennings saw through the narrative instantly and flipped it on her. JENNINGS: “And if you looked at the splits on that by politics, what would you find?” HUNT: “I don’t have that slide...” JENNINGS: “But if you looked at the splits on how people feel about America, the promise of America, if you look at whether they’re proud of their country or not, Gallup has measured this.” “Republicans and conservatives are proud to be Americans, and it’s Democrats and liberals who are not.” “And I think if you looked at the splits in that, you’d find...the lines on the graph going this way.” “I think there’s a political movement in this country right now built on telling people that America is rotten at its core.” “And it’s not the Republican ideology.”

CNN’s Kasie Hunt pulled up an NBC poll claiming 23% of Americans say the United States is not one of the greatest countries in the world. Scott Jennings saw through the narrative instantly and flipped it on her. JENNINGS: “And if you looked at the splits on that by politics, what would you find?” HUNT: “I don’t have that slide...” JENNINGS: “But if you looked at the splits on how people feel about America, the promise of America, if you look at whether they’re proud of their country or not, Gallup has measured this.” “Republicans and conservatives are proud to be Americans, and it’s Democrats and liberals who are not.” “And I think if you looked at the splits in that, you’d find...the lines on the graph going this way.” “I think there’s a political movement in this country right now built on telling people that America is rotten at its core.” “And it’s not the Republican ideology.”

Overton

900,468 просмотров • 3 месяцев назад

Ben Horowitz on what makes the job of a startup CEO so difficult “The way to think about [the CEO job] is: You invent something the world may want, so you start a company. You hire every person you know who you think is good and respect. You raise money from people. You go sign up customers, and those customers depend on you to succeed. It’s a lot of pressure. But you don’t actually know what you’re doing. You’ve never been a CEO. You’ve never run a big organization.” Ben continues: “You know everyone’s depending on you. And all you do is work, so you don’t have any life outside of this, and your life is basically over if this company fails. And you don’t know [if your decisions] are the right thing to do — you only think it. And then you have people around you telling you, ‘No, it’s not the right thing to do.’ So how do you trust your eyes and trust what you think, then go do it? It’s a very difficult problem.” “This is where I see CEOs fail all the time,” Ben says. They think they know what the right thing to do is, but they don’t act on it. They hesitate because there’s “too much scary stuff” between you and making that decision (e.g. the pressure of it all, people telling you you’re wrong, etc.). Video source: a16z (2025)

Ben Horowitz on what makes the job of a startup CEO so difficult “The way to think about [the CEO job] is: You invent something the world may want, so you start a company. You hire every person you know who you think is good and respect. You raise money from people. You go sign up customers, and those customers depend on you to succeed. It’s a lot of pressure. But you don’t actually know what you’re doing. You’ve never been a CEO. You’ve never run a big organization.” Ben continues: “You know everyone’s depending on you. And all you do is work, so you don’t have any life outside of this, and your life is basically over if this company fails. And you don’t know [if your decisions] are the right thing to do — you only think it. And then you have people around you telling you, ‘No, it’s not the right thing to do.’ So how do you trust your eyes and trust what you think, then go do it? It’s a very difficult problem.” “This is where I see CEOs fail all the time,” Ben says. They think they know what the right thing to do is, but they don’t act on it. They hesitate because there’s “too much scary stuff” between you and making that decision (e.g. the pressure of it all, people telling you you’re wrong, etc.). Video source: a16z (2025)

Startup Archive

44,950 просмотров • 1 год назад

Andrew Pierce, "It's not just the far right.. Some communities feel their jobs have been taken.. Their homes have been taken.. There's too much pressure on school places.. That's not the far right telling them that.. It's what they see and what they feel.. And the government ignore this at their peril"

Andrew Pierce, "It's not just the far right.. Some communities feel their jobs have been taken.. Their homes have been taken.. There's too much pressure on school places.. That's not the far right telling them that.. It's what they see and what they feel.. And the government ignore this at their peril"

Farrukh

1,125,583 просмотров • 2 лет назад

Chamath Palihapitiya Chamath Palihapitiya "Bro, there is no failure." "That is what other people think of you to keep you down. There's no failure. If you were left on an island and it happened, you would just brush it off and move on. It's everybody else that you think is judging you. But then, here's the secret. They don't give a fuck about you. They are living their own lives. So it's your perception of what they think of you." "There is no failure. There's do and learn. Do and learn. Do and learn. Do and learn." Stanford AI Lab

Chamath Palihapitiya Chamath Palihapitiya "Bro, there is no failure." "That is what other people think of you to keep you down. There's no failure. If you were left on an island and it happened, you would just brush it off and move on. It's everybody else that you think is judging you. But then, here's the secret. They don't give a fuck about you. They are living their own lives. So it's your perception of what they think of you." "There is no failure. There's do and learn. Do and learn. Do and learn. Do and learn." Stanford AI Lab

The Techno Optimist

1,424,477 просмотров • 17 дней назад

I am very suspicious of this vehicle!!! I think they may have called in on DAA-JUICE If they were just there for Nancy's House, they would NOT have angled their car so they could get an image of Juice.......and then they stopped when leaving, and I think that is when they called!! Just my Opinion!!!

I am very suspicious of this vehicle!!! I think they may have called in on DAA-JUICE If they were just there for Nancy's House, they would NOT have angled their car so they could get an image of Juice.......and then they stopped when leaving, and I think that is when they called!! Just my Opinion!!!

Capt KEVman!!!

11,637 просмотров • 1 месяц назад

🚨David Sacks on pre-product AI startups turning down billion-dollar acquisition offers: “There's a lot of people who've never been through a bust cycle before. And if they think that this is the normal state of the world, they're going to be sorely mistaken.” Sacks: “You are seeing founders turning down multi-billion dollar acquisition offers for startups that haven’t even released a product yet.” “As if those types of offers grow on trees. And they don't.” Jason: “You think Mira should have taken the billion dollar offer from Zuck, or Ilya should have taken the $30B, Sacks? I mean, these things never happen.” Sacks: “I guess it depends how much they have in the bank account. They're both OpenAI co-founders, so…” Chamath: “They probably sold a bunch of OpenAI equity at $300B and $500B. They seem like they're free rolling, so they have no incentive to sell.” Sacks: “Which is fine, it's just that there's a lot of people who've never been through a bust cycle before.” “And if they think that this is the normal state of the world, they're going to be sorely mistaken.” “Right now, we're in a part of the cycle where you can justify that valuation based on its strategic value to a multi-trillion dollar market cap company.” “But that only lasts while those companies are in the market for strategic acceleration.” “And if you turn that down, then you have to make your company work on its own as an actual business.” “And to get to a $30B valuation based on fundamentals, that is extraordinarily difficult.” “That implies multiple billions of revenue. Actual revenue.”

🚨David Sacks on pre-product AI startups turning down billion-dollar acquisition offers: “There's a lot of people who've never been through a bust cycle before. And if they think that this is the normal state of the world, they're going to be sorely mistaken.” Sacks: “You are seeing founders turning down multi-billion dollar acquisition offers for startups that haven’t even released a product yet.” “As if those types of offers grow on trees. And they don't.” Jason: “You think Mira should have taken the billion dollar offer from Zuck, or Ilya should have taken the $30B, Sacks? I mean, these things never happen.” Sacks: “I guess it depends how much they have in the bank account. They're both OpenAI co-founders, so…” Chamath: “They probably sold a bunch of OpenAI equity at $300B and $500B. They seem like they're free rolling, so they have no incentive to sell.” Sacks: “Which is fine, it's just that there's a lot of people who've never been through a bust cycle before.” “And if they think that this is the normal state of the world, they're going to be sorely mistaken.” “Right now, we're in a part of the cycle where you can justify that valuation based on its strategic value to a multi-trillion dollar market cap company.” “But that only lasts while those companies are in the market for strategic acceleration.” “And if you turn that down, then you have to make your company work on its own as an actual business.” “And to get to a $30B valuation based on fundamentals, that is extraordinarily difficult.” “That implies multiple billions of revenue. Actual revenue.”

The All-In Podcast

88,691 просмотров • 11 месяцев назад

Steve Jobs literally gave a masterclass on how "stock options" actually work in 1983: "If somebody came to work for your company, you could let them buy some stock. The problem is they might have to shell out $100,000. If the company went broke, they'd lose all their life savings" "So when somebody comes to work, let's say the stock's trading at ten dollars a share, you give them the option to buy ten thousand shares at ten dollars. They have four years to exercise that option" "If the stock goes down or stays the same, they never exercise it. They don't put up any money, they don't lose anything" "But if it goes to a hundred dollars a share, they can borrow the money to buy it at ten because it's worth a hundred" "In exchange, we only dole out their ability to exercise 25% a year, locking in people really for four years if the stock goes up" "Before we went public, over 80% of Apple was owned by the employees. Right now, I'd say over 50% of Apple is owned by the employees" "I don't think finance is what drives people at Apple. I don't think it's money. But feeling like you own a piece of the company, and this is your damn company" "We always tell people, you work for Apple first and your boss second"

Steve Jobs literally gave a masterclass on how "stock options" actually work in 1983: "If somebody came to work for your company, you could let them buy some stock. The problem is they might have to shell out $100,000. If the company went broke, they'd lose all their life savings" "So when somebody comes to work, let's say the stock's trading at ten dollars a share, you give them the option to buy ten thousand shares at ten dollars. They have four years to exercise that option" "If the stock goes down or stays the same, they never exercise it. They don't put up any money, they don't lose anything" "But if it goes to a hundred dollars a share, they can borrow the money to buy it at ten because it's worth a hundred" "In exchange, we only dole out their ability to exercise 25% a year, locking in people really for four years if the stock goes up" "Before we went public, over 80% of Apple was owned by the employees. Right now, I'd say over 50% of Apple is owned by the employees" "I don't think finance is what drives people at Apple. I don't think it's money. But feeling like you own a piece of the company, and this is your damn company" "We always tell people, you work for Apple first and your boss second"

Jaynit

819,999 просмотров • 1 месяц назад

Rory McIlroy was asked if he’s okay with/understands that they may water between waves on Thursday and Friday. Provided an interesting nugget about Shinnecock watering every day at 2 p.m. for members. “It’s a unique golf course,” McIlroy said. “The members at Shinnecock will tell you they do that every single day—every single day at this course the members play they put water on the course at 2 p.m. So, it’s a unique golf course and it seems like it’s just something they have to do. “For me it’s more... my concern was you don’t want it to look as if you’ve lost the golf course, and you’re starting to put water on it, which I don’t think is what they’re going to do. I think, especially with the heaviness of the wind on Thursday, it’s probably prudent to do that. “Friday doesn’t look as windy, but I think just for, again, fairness and competitive integrity, they do it on Friday, too. But I think they’ve got enough bandwith on the weekend that they probably don’t need to do it. So, I understand it. When I first heard of it my first reaction was ‘that’s stupid, why are they doing that?’ But then once you actually listened and you let them break it down to you, you’re like, yeah, that makes sense.”

Rory McIlroy was asked if he’s okay with/understands that they may water between waves on Thursday and Friday. Provided an interesting nugget about Shinnecock watering every day at 2 p.m. for members. “It’s a unique golf course,” McIlroy said. “The members at Shinnecock will tell you they do that every single day—every single day at this course the members play they put water on the course at 2 p.m. So, it’s a unique golf course and it seems like it’s just something they have to do. “For me it’s more... my concern was you don’t want it to look as if you’ve lost the golf course, and you’re starting to put water on it, which I don’t think is what they’re going to do. I think, especially with the heaviness of the wind on Thursday, it’s probably prudent to do that. “Friday doesn’t look as windy, but I think just for, again, fairness and competitive integrity, they do it on Friday, too. But I think they’ve got enough bandwith on the weekend that they probably don’t need to do it. So, I understand it. When I first heard of it my first reaction was ‘that’s stupid, why are they doing that?’ But then once you actually listened and you let them break it down to you, you’re like, yeah, that makes sense.”

Christopher Powers

1,341,227 просмотров • 1 месяц назад

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

Molly O’Shea

197,995 просмотров • 5 месяцев назад

Bam Adebayo GOES IN on the critics that says his 83 point game performance is unethical: "For the couch coaches, I mean, if you're in my shoes and you have, first of all, y'all are blaming me. You should be blaming the head coach. Get that first. I was not the one letting me go one-on-one the whole game until I had 70, and then you started to send a double. At that point, I got 70 with, like, what? nine minutes left to go in the game you think i'm not going for it like like and that's the thing that's crazy when they talk about the unethical part of the basketball i'm like if i have 70 points with 9 minutes to go Who would just be like, you know, coach, just take me out. Yeah, right. Anybody in my shoes with nine minutes left? Okay. A minute? All right. Nine? Yeah, I'm going for it. You can't be mad at that. If you are mad, I don't care because a lot of people, they're upset because if they did play, they never had a chance to get that close to chasing greatness. And then if you get that close to chasing greatness, that's the point of chasing it so you can surpass it. And some of the people have never played basketball. So like if you've been in the backyard and you and a couple of your homies have been playing 21 and you got 19. You're not going to get an easy look off. And four, they're going to talk about the free throws. It's not like I shoot 15 free throws a game. It's not like I average 10 free throws a game. You can watch the film. I was legitimately getting fouled every time. So I went to the free throw line."

Bam Adebayo GOES IN on the critics that says his 83 point game performance is unethical: "For the couch coaches, I mean, if you're in my shoes and you have, first of all, y'all are blaming me. You should be blaming the head coach. Get that first. I was not the one letting me go one-on-one the whole game until I had 70, and then you started to send a double. At that point, I got 70 with, like, what? nine minutes left to go in the game you think i'm not going for it like like and that's the thing that's crazy when they talk about the unethical part of the basketball i'm like if i have 70 points with 9 minutes to go Who would just be like, you know, coach, just take me out. Yeah, right. Anybody in my shoes with nine minutes left? Okay. A minute? All right. Nine? Yeah, I'm going for it. You can't be mad at that. If you are mad, I don't care because a lot of people, they're upset because if they did play, they never had a chance to get that close to chasing greatness. And then if you get that close to chasing greatness, that's the point of chasing it so you can surpass it. And some of the people have never played basketball. So like if you've been in the backyard and you and a couple of your homies have been playing 21 and you got 19. You're not going to get an easy look off. And four, they're going to talk about the free throws. It's not like I shoot 15 free throws a game. It's not like I average 10 free throws a game. You can watch the film. I was legitimately getting fouled every time. So I went to the free throw line."

Ahmed/The Ears/IG: BigBizTheGod 🇸🇴

373,876 просмотров • 4 месяцев назад

Chamath’s 2026 IPO Advice: Get Public Fast or Get Left Behind Jason: “ What are your thoughts here on the flurry of potential IPOs?” Chamath: “I think that we have a bit of a risk problem. If you think about appetite as equivalent to a person at a Thanksgiving dinner, when you first come in and you see all of this stuff, it's so plentiful, your eyes are bigger than your stomach. And I think in a moment like that, you want to be the one that is consumed first. And I think the risk increases when you are at the tail end because the risk is that the diners will run out of space.” Jason: “Plate fills up. Yeah.” Chamath: “And if you use that analogy, I think the reason why people's plates will get full is probably twofold and maybe threefold. The first and most important thing is there's enough tactical event risk that people generally want to be risk off and have more margin of safety. We have a lot of these really important financial moments tied to this concept of AGI, ASI. We have a real pricing problem. If AGI is real, the durability of most companies is slim to none. If AGI is not real, then the fundraising capacity of these companies that are now raising hundreds of billions of dollars needs to get questioned and inspected thoroughly. History will sort out which one is right, but both cannot be right. So in that vein, I don't think we're going to have this “blockbuster” stream of IPOs. I think what happens is SpaceX is going to get out. They're going to do great, and then maybe the next one does good to great, then the next one will do good, and then the appetite runs out because you just can't absorb, incrementally, trillions of dollars of new demand. And if you think about it, where is it going to come from? Is it going to come from the sidelines? I don't know, I think it's more of a reallocation exercise. But if you look at the S&P, well, most people are now defensively moving away from these kinds of things, towards the things that are more protected, what the industry calls HALO, right? Those things trade for zero today. You could buy hundreds of millions of dollars a year of cashflow for 2-5x right now in the stock market. And so why are you going to go way out on the risk curve and buy something at 200x revenue, let alone earnings? I'm more in the camp of, I think it's good to be first, it’s pretty decent to be second, but if I were you, I would get the heck out, and get public, and get your money, and fortify your balance sheet ASAP, because I think the risk builds the further down the IPO chain you're in.”

Chamath’s 2026 IPO Advice: Get Public Fast or Get Left Behind Jason: “ What are your thoughts here on the flurry of potential IPOs?” Chamath: “I think that we have a bit of a risk problem. If you think about appetite as equivalent to a person at a Thanksgiving dinner, when you first come in and you see all of this stuff, it's so plentiful, your eyes are bigger than your stomach. And I think in a moment like that, you want to be the one that is consumed first. And I think the risk increases when you are at the tail end because the risk is that the diners will run out of space.” Jason: “Plate fills up. Yeah.” Chamath: “And if you use that analogy, I think the reason why people's plates will get full is probably twofold and maybe threefold. The first and most important thing is there's enough tactical event risk that people generally want to be risk off and have more margin of safety. We have a lot of these really important financial moments tied to this concept of AGI, ASI. We have a real pricing problem. If AGI is real, the durability of most companies is slim to none. If AGI is not real, then the fundraising capacity of these companies that are now raising hundreds of billions of dollars needs to get questioned and inspected thoroughly. History will sort out which one is right, but both cannot be right. So in that vein, I don't think we're going to have this “blockbuster” stream of IPOs. I think what happens is SpaceX is going to get out. They're going to do great, and then maybe the next one does good to great, then the next one will do good, and then the appetite runs out because you just can't absorb, incrementally, trillions of dollars of new demand. And if you think about it, where is it going to come from? Is it going to come from the sidelines? I don't know, I think it's more of a reallocation exercise. But if you look at the S&P, well, most people are now defensively moving away from these kinds of things, towards the things that are more protected, what the industry calls HALO, right? Those things trade for zero today. You could buy hundreds of millions of dollars a year of cashflow for 2-5x right now in the stock market. And so why are you going to go way out on the risk curve and buy something at 200x revenue, let alone earnings? I'm more in the camp of, I think it's good to be first, it’s pretty decent to be second, but if I were you, I would get the heck out, and get public, and get your money, and fortify your balance sheet ASAP, because I think the risk builds the further down the IPO chain you're in.”

The All-In Podcast

61,917 просмотров • 3 месяцев назад

I built a free iPhone app that lets you add emojis while typing on your Mac. It’s the cherry on top of switching between apps, launching Apple Shortcuts, and opening websites, and it makes using my Mac so much more fun. This took a lot of hard work to get just right, but I’m so happy with how it turned out.

I built a free iPhone app that lets you add emojis while typing on your Mac. It’s the cherry on top of switching between apps, launching Apple Shortcuts, and opening websites, and it makes using my Mac so much more fun. This took a lot of hard work to get just right, but I’m so happy with how it turned out.

Phil Traut ᯅ

29,362 просмотров • 27 дней назад

MrBeast reveals how he lost 50 lbs "I'm very heavily influenced by the people around me. If I spend too much time with you I'll start speaking, acting, and thinking like you. So, I just put a lot of jacked people around me" "My old friend group just ordered pizza all the time, and it just makes accomplishing my goals so much harder. I'm so all in on business, I don't think about this kind of stuff, so I need an environment that just makes being jacked very natural" "Weightlifting is pretty easy, but it's the food that you have to be consistent on for a very long period if you want to achieve results. I just surround myself with other people trying to accomplish the same thing just like anything in life"

MrBeast reveals how he lost 50 lbs "I'm very heavily influenced by the people around me. If I spend too much time with you I'll start speaking, acting, and thinking like you. So, I just put a lot of jacked people around me" "My old friend group just ordered pizza all the time, and it just makes accomplishing my goals so much harder. I'm so all in on business, I don't think about this kind of stuff, so I need an environment that just makes being jacked very natural" "Weightlifting is pretty easy, but it's the food that you have to be consistent on for a very long period if you want to achieve results. I just surround myself with other people trying to accomplish the same thing just like anything in life"

dank

552,493 просмотров • 2 месяцев назад

STEVE BANNON: They are scared to death because, I think for the first time, they see that there has been someone that actually made, not just a political difference, but a deep cultural difference. I think that's got 'em scared to death. And I think they feel that if they don't put this down now, that if President Trump and the regulators go after it, and also the free market capitalists, like the affiliate groups start responding to the consumers in their local communities — if they see this happening, they think that's a revolution. They think the barbarians have actually breached the gate. And so that's why they have to put it down.

STEVE BANNON: They are scared to death because, I think for the first time, they see that there has been someone that actually made, not just a political difference, but a deep cultural difference. I think that's got 'em scared to death. And I think they feel that if they don't put this down now, that if President Trump and the regulators go after it, and also the free market capitalists, like the affiliate groups start responding to the consumers in their local communities — if they see this happening, they think that's a revolution. They think the barbarians have actually breached the gate. And so that's why they have to put it down.

Bannon’s WarRoom

37,490 просмотров • 10 месяцев назад