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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
All-In with Chamath, Jason, Sacks & Friedberg
The Ultimate Winner Is Us
I think our incredible consumer surplus business opportunities, which means that the ultimate winner is us. The problem with consumer surplus businesses is oftentimes there is no money made in the funding of them. And really, where the money is made is in enabling it. So for example, so far, what I would say is there's very little money that has been made in AI. But economically, it's not clear to me that there is a winner that is venture fundable.
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