All-In with Chamath, Jason, Sacks & Friedberg Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
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Nov 14, 2025 Dive into the latest on Michael Burry's bet against AI and why Palantir's valuation stands out. Explore the home affordability crisis, with innovative mortgage ideas and the rise in average first-time buyer age. The intense debate around H-1B visa abuses and reforms heats up, while a discussion on recent solar storms highlights their potential risks to technology. Finally, discover how wealthy Americans are navigating the so-called 'great confiscation' in search of new havens.
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Media Errors Can Move Markets
- Michael Burry's reported short against AI and Palantir sparked market-moving headlines that may have been factually wrong.
- Chamath and Jason argue media errors (or manipulation) can amplify market swings and create unfair headwinds.
Depreciation Alters Big Tech Earnings
- Depreciation schedules materially change reported operating profit for hyperscalers.
- Extending server useful life from three to six years can halve annual depreciation and inflate operating earnings by ~10%.
AI Changes Server Lifecycles
- Hardware longevity and shifting workloads justify longer depreciation for AI-focused data centers.
- Chamath argues technical iterations and repurposing keep older chips useful and support extended useful lives.