Chamath Palihapitiya

There's still so many consumer expectations to define that it's too early to know who's going to win.

And ultimately, what we are learning, especially as all these markets converge, is that distribution still matters a ton, which favors Google.

And ultimately, what we are learning, especially as all these markets converge, is that distribution still matters a ton, which favors Google.

It favors Meta, although Meta's quite behind.

It favors Meta, although Meta's quite behind.

And now it will still favor OpenAI because they have 800 million monthly actives.

And now it will still favor OpenAI because they have 800 million monthly actives.

So then the tactical thing is what do you do knowing that this dynamic is set up to have a lot of competition?

So then the tactical thing is what do you do knowing that this dynamic is set up to have a lot of competition?

And I think what you have to do is streamline the focus and try to make a crisis out of every opportunity because look, the companies tend to just grow.

And I think what you have to do is streamline the focus and try to make a crisis out of every opportunity because look, the companies tend to just grow.

This positive entropy tends to cause people to hire at every level.

This positive entropy tends to cause people to hire at every level.

And you look around and there's thousands of people that you didn't know even six months ago.

And you look around and there's thousands of people that you didn't know even six months ago.

And so I think if Sam can use different points in time

And so I think if Sam can use different points in time

To tighten the core focus, they'll be better off.

To tighten the core focus, they'll be better off.

And I think that is what Google did a while back.