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Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
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Value Reallocation in the Tech Industry
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Silicon Valley will increasingly invest in chips and hardware due to the immense value created by companies like Nvidia. The history of the tech industry shows a trend of value shifting towards different sectors over time, like from Intel to browser, app, device, and mobile companies. This trend indicates a natural tendency for value to move up the tech stack, leading to constant reallocation of economic value within the industry.
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