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E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
All-In with Chamath, Jason, Sacks & Friedberg
Are We Seeing Another Leg Down?
There is really only one cohort of company that hasn't been really whacked. That's Microsoft, Amazon, Apple and Google. Even Facebook has now been sort of put into the bucket of everybody else. Those four companies are being identified for what may be called over earning. They are making more money than we think is appropriate.
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