The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
All-In with Chamath, Jason, Sacks & Friedberg
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CoreWeave's IPO and NVIDIA Insights
This chapter explores the upcoming IPO of CoreWeave and its ramifications for NVIDIA, including financial health and market dynamics. It covers NVIDIA's investments in cloud services, the shift in customer power dynamics, and the complexities of transitioning to new GPU technology. The discussion also highlights accounts receivable challenges and draws comparisons to historical tech strategies, emphasizing the importance of diversifying customer bases.
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