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Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
All-In with Chamath, Jason, Sacks & Friedberg
Value Tends to Push Up the Stack Over Time
Intel's peak market cap in the late 90s was about $200 billion, but over time its value eroded as economic value shifted to companies higher up the stack, such as Cisco, browser companies, app companies, device companies, and eventually mobile companies. This trend indicates the natural tendency for value to push up the stack over time, leading to the reallocation of value to different sectors like Nvidia and related companies in the present scenario.
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