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E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In with Chamath, Jason, Sacks & Friedberg
Microso Goes After Notion
i was basically betting that, you know, the safest company on the internet to day is google. Because they pay apples so much for search, they're inoculated. And it's also, as we've said before, the purest money making machine on the internit. I felt this when i was on the board of slack, when microso put its gun sights on us. We always thought that they could not out compete with us. Ndithn: If you're going to put these things on, go to where the deepest liquid markets are,. because those are the safest.
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