Navigating Big Tech Investments

This chapter explores the changing landscape of big tech investments, focusing on companies like Microsoft and Facebook amid market uncertainties. It discusses strategic moves such as Microsoft's acquisition of Activision Blizzard and the potential implications for the competitive dynamics within the tech industry.

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Episode notes

0:00 Bestie Intro: Phil Hellmuth found a new billionaire

1:30 Chamath's new camera positioning

3:58 Revisiting the Joe Rogan/Spotify situation, racism claims, and the video controversy

30:04 Canadian truckers' "Freedom Convoy": root causes, impact, what is this turning into?

45:00 Nuclear fusion breakthrough: Friedberg shares thoughts and theories on what this could mean for the future of energy and life on Earth

54:15 Contrarian energy trade, Chamath's Big Tech play morphing into a long-term investment

1:01:01 Microsoft's savvy "burn it down" app store strategy, US income not keeping up with inflation, consumer sentiment getting worse, opening up and getting back to normal

1:15:57 CIA allegedly used an executive order from 1981 to execute warrantless surveillance on American citizens, DHS domestic terrorism infrastructure

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