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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
Evolution of Economic Value in Tech Companies
Intel's peak market cap was around $200 billion in the late 90s, but its average growth rate was negative 1.4% per year, leading to a decrease in market cap. The economic value in the tech industry shifted from companies like Intel to those higher in the stack, such as Cisco, browser companies, app companies, device companies, and eventually mobile companies. Currently, there is a speculative trend favoring companies related to Nvidia as the economic value in the tech industry continues to evolve.
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