Chamath Palihapitiya

When he's selling ads, he's a liberal.

When he's spending his money, he's a conservative.

He's living two lives, man.

He's living two lives.

Every time he gets on a PJ, he's a conservative.

But every time he has to talk to people, he's a liberal.

Love you, boys.

Thanks, Tucker.

Bye-bye.

Look, I think that there are two things.

Look, I think that there are two things.

Let's do the strategic lens and then the tactical lens.

Let's do the strategic lens and then the tactical lens.

The strategic lens is that this is an incredibly vibrant and dynamic market.

The strategic lens is that this is an incredibly vibrant and dynamic market.

And I think it's too difficult and too early to pick winners other than at the silicon layer, where largely that dye has been cast.

And I think it's too difficult and too early to pick winners other than at the silicon layer, where largely that dye has been cast.

I think that it's going to grow so we can talk about how there'll be more competition, but it's roughly NVIDIA plus AMD plus Google plus a bunch of inference silicon.

I think that it's going to grow so we can talk about how there'll be more competition, but it's roughly NVIDIA plus AMD plus Google plus a bunch of inference silicon.

So that's sort of that market.