Jeff Wang, Managing Partner at Sequoia Capital Global Equities, shares his insights on the shifting landscape of investments. He discusses the growing appeal of crossover funds and why public markets are currently more favorable than private ones. Jeff expresses concerns over Google's dominance and suggests that Meta could emerge as its biggest rival. He also evaluates NVIDIA's market position and ponders China's recovery potential. Additionally, they dive into how AI is affecting major tech players and the evolving investment strategies at Sequoia.