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E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
All-In with Chamath, Jason, Sacks & Friedberg
The Value of a Gpu
Vidia is currently trading at 70 times the next 12 months evita. How many years does it take them to grow into that? Are you really paying the right price or you paying a premium to get? Is there competition for this company chamauk? You'd think there's a competitor that will emerge, but we'll be determined if they have competition. The biggest cheerleaders of this first Point of value creation has really been wall street and family offices who wanted to front run.
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