AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
All-In with Chamath, Jason, Sacks & Friedberg
The Two Barbells of Investments: Silicon and Data Providers
41sec Snip
00:00
Key takeaways
Transcript
Episode notes
- SaBer is the key value creator at expedient examples of plugins in GPT, which make no economic sense and should go to zero
- There are two barbells - one is silicon and the other is data providers; the middle is not investable
- The combination of silicon and data providers is defensible and likely investable
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode