
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
All-In with Chamath, Jason, Sacks & Friedberg
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Tech Titans: A Financial Face-Off
This chapter provides a deep analysis of the contrasting financial strategies of Apple and Meta, focusing on their stock performances and differing approaches to investments. The conversation critiques Meta's substantial spending on its Reality Labs division while highlighting Apple's successful stock buybacks and incremental product development. The discussion raises questions about the sustainability of Meta's ambitious projects in virtual and augmented reality and the challenges of delivering tangible results to justify such large investments.
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