2min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Is There a Catchflow Coming Back to the Investors?

i raise there's a class of te companies, right, where you are actually seeing an apple. And those are the mature businesses that also still happen to have growth attached to them. i don't see how portfolios are going to shed those assets. We're not yet at a point of maturity. We're still a tony thirtyaa whatever. Ye, the guides are investing, and there's no kind of line of sight to true catchflow coming back to the shareholders. But look, at the end of the day, one of the point i was tryng to make earlier was that, a, there is going to be a response,.

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