148: Apple Vision Pro, Big Tech VCs, Milei at Davos & Slow Death of Media (Pitchfork, SI)
Not Investment Advice
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Big Tech as Nation States and the Value of Tokens
The speakers discuss the investments and use cases of big tech companies like Microsoft, Amazon, Nvidia, and Google, comparing them to traditional venture capitalists. They explore the concept of these companies acting as nation states, having their own 'currency' in the form of Azure credit, and the importance of infrastructure. The chapter also delves into the value and movement of tokens, the significance of energy in AI development, and the economic and political situation in Argentina.
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