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E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
All-In with Chamath, Jason, Sacks & Friedberg
The Importance of Vendor Diversity
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NVIDIA is yielding at these prices. I think it's somewhere like 2 to 2.5%, which is less than, and it's almost half of a typical two-year bond. When you have a yield that's low, you have to see it just grow absolutely massively. So I think what I'm waiting for, Friedberg, is like in the next two quarters, if AMD, Facebook, Google, Microsoft, and Amazon don't announce something substantive, there's a very good chance that NVIDIA runs away with this.
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